Aside from their CEFEX certification (independently certifying they act in the best interest of their clients), the team at American Trust Wealth recently completed major initiatives underscoring their commitment to the client experience.
“Our team of local experts is dedicated to serving our clients online and in-person,” said Kevin Avent, Managing Director, Wealth Management. “That’s why our new app, client portal, and brand-new office were key projects for us in recent months.”
Talk with the team at American Trust Wealth to learn more about how they prioritize client success. Learn more.
