About Us

Welcome to TrustBridge Group, where safeguarding your wealth and assets is our top priority. We offer tailored protection solutions through our expertise in creating and administering private trusts, wealth transfer planning and coordination, asset management and back-office support, private and corporate retirement packages, in addition to life insurance products such as Indexed Universal Life, Term LB’s (Living Benefits,) and Annuity services.

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Our asset protection services start with a thorough understanding of the threats you face and the assets you want to protect. We work closely with you to identify your assets and their value, and to create a comprehensive asset protection plan that meets your long-term goals. We use legal asset protection methods that have been put to the test for more than 30 years. Whether you're looking to mitigate tax obligations or protect your family business built over generations, our team has the knowledge and experience to guide you through the complex process of establishing a private trust that meets your unique needs, while giving you the control you want.

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One of the key benefits of a private trust is the ability to retain a degree of control, including the oversight of your assets or business. At TrustBridge Group, we work with you to determine which private and legal tools offer the appropriate levels of protection for your needs, and we provide personalized service to ensure that your asset protection strategy is comprehensive and effective.

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Our commitment to our clients is unwavering. We are dedicated to providing the highest level of personalized service and working closely with you to create a comprehensive asset protection strategy. Our team is passionate about helping you protect your wealth and ensuring your financial security for generations to come. Contact us today to learn more about how we can help you achieve your financial goals.