Wealth Management and Trust Services

    In today’s world of challenging markets, you want to be confident you’re making the right decisions for your financial future. Whether you want to optimize your investments or create a trust for your loved ones, building a successful wealth management strategy requires a full financial roadmap that takes into account your goals and risk tolerance. That way, you can preserve, grow and distribute your wealth — with a plan that fits your comfort level and vision for the future.

    Wealth Management

    No matter how you came into your wealth — whether you’ve sold your business, invested successfully or received an inheritance — you can take steps to optimize your assets and achieve your financial goals. With proper wealth planning, you can accomplish a wide range of objectives such as leaving a legacy for the next generation or supplementing your retirement income. At the MassMutual Trust Company, FSB (MM Trust), we can work with you and your other professional advisors to develop a customized wealth management strategy. We also offer an array of key services, including estate consultation and investment management services, to help you make adjustments as your needs and market conditions change. MM Trust acts a fiduciary — the highest standard of care in the industry — so we act solely in your best interest.

    Trust Services

    A trust allows you to plan for the future on your own terms. You can use a trust to transfer your estate and wealth to your family, a charity or a loved one who has special needs. You may want guidance in choosing a trust that is right for you. At MM Trust, we can work with your team of trusted advisors as you create your trust, as well as help you manage and grow your trust. Your team will develop a custom asset management strategy and take care of the services you’ll need, including trust accounting, regulatory reporting and treatment of beneficiaries. As with our wealth management services, MM Trust acts as a fiduciary, so we act solely in your best interest.

    The MassMutual Trust Company, FSB is a federal savings bank chartered by the Office of the Comptroller of the Currency to provide discretionary and nondiscretionary trust and fiduciary services in all states. The Trust Company does not engage in banking activity (take deposits, make loans, give mortgages, etc.) and does not sell products. Our business activity is limited to providing trust and fiduciary services. The MassMutual Trust Company is a wholly owned subsidiary of Massachusetts Mutual Life Insurance Company. All loans and lines of credit are issued by State Street Bank & Trust.  Please note, IRAs and any plans subject to ERISA regulations are not eligible for loans and lines of credit.

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