Trusts are often thought of as something for only the ultra-rich. We see it differently.
We began Darwin Trust, a New Hampshire chartered trust company, based on the belief that everyone should have access to the benefits of trusts and strategic investing.
As a trust company, we have the distinct advantage of being able to protect your assets on many levels. At our core, we are a true fiduciary, and manage your wealth solely in your best interest. That means we look at your full financial life, from the big picture to the small details, to understand the why, the what and the how. From broadly discussing your legacy goals to drilling down into how your assets are titled, we look at your situation holistically, taking a step back to clarify and organize your estate so that you have a plan that works responsibly for you and your family now and into the future.
Our firm is built on decades of experience and dedication, qualities that define the Darwin Difference℠.
The Darwin Difference℠
We believe what sets us apart is not only our specialized knowledge but also our honest guidance, personalized service and unwavering accountability, all combined to provide you with a trusted advisor that can stand the test of time.
Relatable
How are
you today?
We base our advice on where you’re coming from and where you’re headed, going beyond the numbers to add your personal preferences into the equation. We see every interaction as an opportunity to listen and learn. This way, we can help ensure that your goals remain top priority.
Genuine
Trust is in our name
for a reason.
As an employee-owned company, we intrinsically understand the value of hard work. And we work hard to instill trust in you by delivering straight answers, clear information, thoughtful guidance and responsible investing.
Compassionate
We
understand.
We know managing wealth can feel overwhelming, especially when statements start piling up. We hold no judgments and are there every step of the way, starting with helping you make sense of your documents to get your financial life in order.
Accountable
We stand
by our word.
You’ll always know where you stand, because we untangle complicated situations so that you can understand what investments you own and why you own them. And we remain transparent in our decisions, trust administration and fees, holding ourselves accountable for managing your wealth and legacy responsibly. We do not take unnecessary risks with your money. We invest with tax impact in mind, and help make your money work for you and your family.
Diligent
We do not take shortcuts or use cookie cutters.
As committed, hard-working people, we take a tenacious approach to protecting your money and our relationship. We leave no stone unturned when it comes to strategy or service.
What’s in a Name
We named Darwin Trust after our office dog, Darwin. Darwin, a tri-colored Australian Shepherd, embodies the heart of who we are and the core values we live and work by: loyalty, compassion, dedication and curiosity. Darwin creates an open, inviting and warm space, and he’ll be there to greet you when you visit.
What’s in a Name
We named Darwin Trust after our office dog, Darwin. Darwin, a tri-colored Australian Shepherd, embodies the heart of who we are and the core values we live and work by: loyalty, compassion, dedication and curiosity. Darwin creates an open, inviting and warm space, and he’ll be there to greet you when you visit.
Our Approach
Although we are serious in our money management and trust administration, we take a more personal approach to every interaction with you. Our goal is for you to feel welcome, informed and in control. Through open conversations, we gain a more authentic understanding of your situation so we can develop the right plan for you.
Our meetings typically start like this:
- Do you want water or coffee?
- How is your day going?
- Would you like our dog, Darwin, to join our meeting?
Then we spend time getting to know you and you getting to know us. We’ll walk you through your existing statements to review what investments you own and explain what fees you are paying. And we explain what a trust is and how you can create a trust with no state income tax. We answer your questions and listen to your needs. We’re here to help.
