About Nottingham Trust, a Division of Community Bank N.A.
From the time when we first were granted trust powers in 1911, Nottingham Trust has been a trusted partner in helping our clients build wealth by crafting investment strategies that align with their personal circumstances and objectives. You’ve worked hard to accomplish your goals and you want to make sure that your loved ones are taken care of. Planning now makes good sense and thoughtful trust and estate strategies are a critical part of that plan. Creating a trust that reflects your values can accomplish a variety of goals including preserving family wealth, maximizing benefits for those important to you and ultimately having greater peace of mind. Let our experienced trust team help you navigate through the variety of considerations and complexities that are part of this very important process.
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Who We Are
Over 100 years of fiduciary and asset management experience | A team of more than 50 seasoned, skilled professionals with professional designations including JD, CFP®, CFA, CTFA & AIF® | Over $3 billion in assets | Disciplined investment approach | Comprehensive, integrated product and service solutions across our extensive Wealth Management Division
Our trust services include:
- Personal & Fiduciary Investment Management
- Institutional Investment Management for Municipal, Nonprofit & Corporate
- Foundation Management & Accounting
- Financial Planning
- Retirement Planning
- Trust Administration
- Estate Planning
- Estate Administration & Settlement
- Employee Benefit Plan Servicing
- Custody Services
- Financial Guardianships
It’s about you – our clients come from a variety of backgrounds and with different needs and priorities. We provide a comprehensive range of professional financial services that emphasize solutions tailored for your specific circumstances. We provide:
Dedicated local professionals | Access to a full range of wealth management and banking solutions | Team-based approach working with you and your other trusted advisors | Secure online account access | Bonded | Competitive fee structure
Building wealth & relationships
Are you confident that your current investment program is on track to meet your objectives? Does your current portfolio align with your personal tolerance for risk? Have you developed an effective retirement income plan? If you’re not sure, talk to one of our financial planning experts. Let us help you better understand your long term investment strategy to ensure your peace of mind.
Estate Planning & Trust Services
Planning your family’s financial foundation
Estate planning is not only for the rich. We work with all of our clients to ensure they have an effective estate plan which will achieve both current and future objectives. Are you confident that your family, friends, employees or even favorite charity will be cared for in the event you are no longer capable of doing so?
Employee Benefit Plan Servicing
Protection meets Personnel
Reach out to our team of experienced professionals to discuss the ways we can help your employee benefit plans. We offer comprehensive management and our hands-on approach strives towards the best plan for your goals and budget.
We work closely with clients to understand both their current and future needs and develop plans to meet their goals. We want to not only understand your financial goals but also to get to know you. We forge relationships that last a lifetime and extend from generation to generation. Let us put our expertise and resources to work for you to plan your legacy and manage your wealth.