Our Approach
Commitment to Your Financial Legacy
Essex Trust’s commitment to your legacy is unique. Unlike the big institutional approach to trust and wealth management, Essex Trust is flexible and nimble in decision-making when administering trust, estate and financial planning matters. We focus on our core competency – trust and estate administration. Our advisor-agnostic approach results in an alignment of fiduciary services with your independent financial, legal and tax advisors and those of your beneficiaries.
No two family scenarios are alike, so our officers will craft customized and highly personalized solutions for your account arrangement.You’ve built your financial legacy over a successful lifetime of smart financial decisions. Connect with us to learn more about what makes Essex Trust the right partner for preserving your legacy for generations to come.
An Engine of Stability
Throughout its history, Essex Savings Bank has been a financial engine of stability and growth in the lives of those in the communities we serve. The Bank has taken pride in helping our customers build homes, grow their businesses and create livelihoods that contribute to the prosperity of the Connecticut River Valley and beyond. Notably, the Bank’s Community Investment Program returns up to 10 percent of our net income to non-profit organizations annually.
A Legacy of Independence
Rebranded as Essex Trust in 2017, we changed our name to better reflect what we do – our trust company’s singular focus on the needs and interests of our clients’ trust, estate and wealth management needs. Our firm’s legacy of independence, since 1851, has driven our success in working with clients and their advisors, and we are grateful for their continued confidence in us.
Offerings Capabilities
Our services allow you to maintain your trusted advisors whose long-term relationships are so important to the comfort of the family.