PARTNER SPOTLIGHT
Wealth is Personal , And so is Whittier Trust .
t Whittier Trust , it all starts with you . We get to know you and your unique circumstances . From stocks and bonds to real estate , to your unique family needs we handle both the tangible assets and the intangible . Once we understand and build a comprehensive summary of your holdings , we assess your situation , identify key areas for action , and introduce a specialized team , the right team , tailored for your needs .
Protect your loved ones and ensure a lasting legacy at Whittier Trust . For more information , please contact Greg Custer at 949.216.2202 .
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