Trust Services
New England Capital Financial Advisors, LLC provides trust services through National Advisors Trust Company, a federally chartered trust company with more than $10 billion dollars in assets. With National Advisors Trust Company, we can provide comprehensive fiduciary services to current and future generations of our clients.
National Advisors Trust Company, a federally chartered trust company, was created in 2001 by more than 120 independent, nationally recognized financial advisors, to better integrate their distinctive understanding of their clients' personal and financial circumstances with the fiduciary responsibilities of a corporate trustee.
Although National Advisors Trust acts as trustee, New England Capital Financial Advisors, LLC will serve as your primary advisor. This helps ensure that fiduciary matters are conducted in a manner consistent with your long-term goals and objectives while maintaining sensitivity to your unique family needs. If you have an existing trust relationship, New England Capital Financial Advisors, LLC and National Advisors Trust can coordinate the transfer of the fiduciary responsibilities and management of the trust assets.
Christopher W. Beale, CFP®, owner of New England Capital Financial Advisors, LLC, is a board member, as well as a shareholder of approximately a 1% interest in National Advisors Holdings, Inc. National Advisors Holdings, Inc. is the parent company of National Advisors Trust Company, FSB. National Advisors Trust helps ensure that client accounts are served properly with quality trust and custodial services. Clients have instant access via www.nationaladvisorstrust.com to their own confidential account information.
