Legacy Planning
Protecting the Wealth You’ve
Accumulated is Our Top Priority
Our expert wealth consultants can guide you to ensure that even when the unexpected happens,
your wealth is protected. We also provide generational wealth transfer and estate planning services to ensure your financial plan meets your goals for the future and to help you thoughtfully manage
your legacy.
Our Approach
We understand that all of our clients have individual needs and goals when it comes to preserving their wealth. For those who are simply looking for alternatives to conventional deposit accounts, we have strategies that are aligned with protecting your assets. Our investment management team leverages their experience along with market research provided by nationally-acclaimed investment firms to ensure that your wealth is protected.
Putting Your Interests First
Our team of legacy planning professionals will help you decide how your assets will be distributed if the unexpected happens. We’re here to ensure that your assets are managed for your future
We’re right by you every step of the way. We provide full transparency and help guide you through every step of the process.
When it comes to legacy planning, our team helps you understand the bigger picture and helps you effectively preserve your wealth for generations to come.
Find Your Wealth Consultant
Trust one of our experienced wealth consultants to help you navigate financial planning and create wealth-building strategies to enable long-term success and give you the peace of mind you deserve.
Services Built Just for You
From retirement to legacy planning and everything in between, our wealth consultants are here to help you every step of the way. Learn how we can help you navigate complicated decisions and make meaningful choices to meet all of your goals and help secure your future.
Retirement
Implementation
Your retirement can only be done one way: on your terms. Once you’re ready to retire, our team will help you put your retirement plan into action. We’ll assess your current financial picture and help you use your funds in the most efficient way based on your post-retirement goals.
Investment
Management
We custom-build your investment account based on your individual needs and financial goals. Our goal-based approach takes into account both your long and short-term needs so we can develop the right solutions for you. We specialize in building custom portfolios that minimize tax liabilities and maximize your outcomes.
Private
Banking
When you become a Trust Company of North Carolina customer you will have exclusive account benefits to help you grow your wealth. Open a Private Banking Account to get access to our highest personal interest rates, free services, and loan discounts. You’ll also receive a suite of money-saving benefits with Fidelity Bank Perks powered by BaZing, the nation’s largest network of coupons and discounts.
What People Say About Us
We are new investors, and TCNC has directed us to many resources we needed, lawyers, CPAs, & other professionals. They have assisted us in creating a life plan to help guide us with present and future decisions and give us a clear idea of what is needed to achieve our retirement goals. I like that they are family oriented and have good values and intentions with their own lives as well as with ours.
We moved our entire banking, Trust, and Investment relationship after being with another institution for 20 years. Best move ever for us. We like the one-on-one client experience. We feel secure with our wealth consultant, especially during turbulent times.
I’ve worked with my wealth consultant for over 10 years through various stages of my financial life. I’ve been given guidance for my investments through a complete financial plan which helped me uncover insurance needs that had to be addressed. I would highly recommend Trust Company of North Carolina to anyone seeking financial advice and guidance.
My wife and I have found the Wealth Management services at Fidelity Bank to be exactly what we have been looking for as we have been approaching retirement in this volatile investment market. We could not be more pleased with how the Wealth Management group at Fidelity Bank has been focused on our needs and been able to successfully minimize the negative affects to our portfolio during the current financial market’s downturn.
Ready To Get Started?
Once we understand and evaluate your needs and goals, we make recommendations that align with your desired outcomes. We’re proud to be part of your story.
Frequently Asked Questions
Who can I contact if I want to open an account with Trust Company of North Carolina?
What are the benefits of Trust Company of North Carolina?
What is the minimum relationship size?
What do I need to get started?
Can I be my own trustee?
What can you put in a trust?
What Is the purpose of setting up a trust?