Our Philosophy:
Old North State Trust brings distinction in objectivity and expertise to fee-based services with an intense focus on quality customer service. Trustworthiness is the cornerstone around which we have built our company. This is the one characteristic of our business philosophy that has been emphasized from the beginning, and about which one hears most often. In addition, honesty, integrity, and fairness characterize our service and dedication in meeting the financial goals of our clients.

 

From Vision to Value:
Old North State Trust is an organization providing a wide range of financial assistance to individuals, trusts and businesses. Old North State Trust recognizes that investment and tax issues, as well as strategic planning surrounding your situation, are too critical for any lower standard.

 

Our Goal is Achieving Your Goals:
We have met our goals when you have found triumph in your goals.

 

We strive to create strong and trusting relationships so that reaching your goals are that much easier for you. A partnership between you and Old North State Trust gives you the power for success.

 

As a team, we will work together to…

  • listen to you
  • answer your questions
  • create and customize a solution for you

 

Our team specializes in the areas of…

  • Trust & Estate Services
  • Income, Estate & Trust Tax Planning
  • Employee Benefit Plans
  • Asset Management