Network·Family Office
📍 SPARTANBURG, SC
SEC CRD #801-53402
Home - Colonial Trust Skip to content Client Login Trust for the future . Colonial Trust Company has provided wealth management and fiduciary services across South Carolina for over a century. Our privately-owned firm delivers high-quality, comprehensive services to individuals, families, and institutions. We partner with clients to design solutions for their financial objectives and needs. As a family-owned, multigenerational firm, we appreciate the significance of building financial foundations and solid legacies. Home --> Navigating Your Financial Landscape Our experienced team creates personalized solutions for clients’ financial objectives and needs. INVESTMENT MANAGEMENT Personalized solutions, based on our clients’ objectives and goals. Read More — TRUST FIDUCIARY SERVICES Comprehensive services to execute fiduciary duties fully and to the highest standards of accountability. Read More — WEALTH PLANNING Collaborative wealth planning strategies focused client’s long-term perspective. Read More — FAMILY OFFICE SERVICES Concierge services structured to ease individuals and families of the burden of everyday financial matters. Read More — CORPORATE RETIREMENT PLANS Every business is unique. Colonial Trust partners with companies of all sizes to create retirement plans that work for them. Read More — Quarterly Report Get our most recent outlook. Download our latest Quarterly Report — researched and written entirely in-house by our experienced team. R ead More Contact Us How
BERT D. BARRE
CHIEF COMPLIANCE OFFICER
📞 (864) 582-3356
🔒 Sign up for free to view key contact information
Sign up free →This profile has not yet been verified by the firm. Information may be incomplete or outdated. Claim this profile to take control of your listing.
AUM
$1.9B
Location
SPARTANBURG, SC
Claim this profile to complete your information, set investment criteria, and start receiving curated deal flow from sponsors on DEALITHIC.