Our Mission

Old North State Trust, LLC is an organization providing Trust and Estate Services, Income, Estate and Trust Tax Consulting, and Asset Management with a distinction in objectivity, expertise and flexibility to fee-based services with an intense focus on quality customer service.  Trustworthiness is the cornerstone around which we have built our company.  In addition, honesty, integrity, and fairness characterize our service and dedication in meeting the financial goals of our clients.  Our professionals are backed by over 200 years of experience and are a team that expects and rewards success.  Our expertise provides clients with strategies to effectively manage their existing assets and to provide for the eventual transfer of their wealth.

 

Our Mission
Old North State Trust, LLC, is a North Carolina based independent, family-owned financial services company dedicated to being the best provider and sphere of influence of consolidated financial services to family groups and closely held companies.  Our client’s success is our passion.

 

Our mission is supported by the following objectives:

  1. To create and enhance wealth for our clients
  2. To be market-driven, offering those personal and corporate financial services that will meet clients’ needs and help reach their goals
  3. To remain an independent company focused on superior client service, not prejudiced by merger temptation
  4. To maintain a working environment which attracts and retains outstanding people while developing a motivated work force that is directed and well trained.

 

What sets us apart from the Competition?

  • We are unique because we are a private, family owned business.
  • We provide quality personal service with attention to detail.
  • Our team is one that you can feel comfortable with and trust.
  • We have the resources of much larger firms for investment advice, but with a customized approach to meet your individual needs.
  • Fees to stay reasonable.
  • Family involvement by qualified members- family involvement also guarantees a dedication to success (vested interest).