Long-term relationships are built on 100% trust and transparency.

Honesty, transparency, and communication are hallmarks of the FFT approach. We help our clients protect and grow their assets through trust administration, investment management, and estate settlement services. 

We listen carefully to understand each client’s unique situation and goals, and then bring decades of market experience to the table to develop a holistic, completely customized plan to meet those specific needs.

Planning for the next phase of life can be challenging.
Find out how we helped one client consider her options after the death of her spouse. Click here to read her story.

FFT Our Approach

We get to know each client personally, building strong relationships and spending time regularly talking about life changes that can affect a personal financial plan. We pride ourselves on our accessibility. 

This means you can always reach your dedicated FFT investment professional, who knows you as a person, not an account number. 

Our customer-focused approach ensures objectivity and transparency and allows us to focus entirely on the best strategies to meet your goals.