A trusted partner for those who
expect more. Investing, planning,
advising for individuals and families,
trusts, non-profits and foundations.
We're excited to annouce our new partnership
Avalon Trust has partnered with Clearstead Advisors.
Click here to read the full press release.
AVALON TRUST offers the expertise of an investment firm and wealth planning practice, with the resources of a trust company, serving individuals, families, trusts, and foundations. Our approach enables us to craft carefully considered solutions for each client — a product of our best thinking. Our independence allows us to be innovative and nimble in ever-changing environments. We think critically, employ creative approaches and access a breadth of resources on your behalf, creating a collaborative partnership that delivers peace of mind for all financial matters.
WHY AVALON TRUST
OVER THE YEARS, AVALON HAS FOUND A FEW BASIC PRINCIPLES IN OUR BUSINESS TO BE TRUE:
— dedication to strong and enduring client relationships
— expertise in disciplined wealth and investment management
— unparalleled attention and understanding of individual client needs
While we tailor our strategies and resources for every client, our fundamentals never waver.
We deliver outstanding results, backed by expert counsel and advice, and treat each and every client as if he or she were our only one.