“Helping families create and enrich their legacy for generations to come.” ONST is a local company that is trustworthy and personalized in providing you financial services that will safeguard your legacy. Our primary focus is our service and relationship with you and listening to your needs and concerns.
Our Services
Old North State Trust (ONST) focuses on growing wealth and preserving legacies by building and maintaining relationships with our clients and other professionals we partner with, such as attorneys and CPA’s. We put our clients first by listening and providing creative solutions to meet their needs. ONST specializes in Trust Services, Trust Administration, Estate Settlement, and Investment Management.
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.
Let’s Get Started
Have you created your Legacy Plan? You can design your Legacy Plan with one or more of our Services here at Old North State Trust. Download and fill out your Legacy Information Packet here for your family and friends to get you started. If you have any questions, please call 336-646-6678 or email Old North State Trust for more information.