Network·Family Office

Colonial Trust Advisors, INC.

Unclaimed

📍 SPARTANBURG, SC

Family Officefinancial serviceshealthcarereal estate
www.colonialtrust.com

SEC CRD #801-53402

About

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

Key Contact

BD

BERT D. BARRE

CHIEF COMPLIANCE OFFICER

📞 (864) 582-3356

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Geographic Focus

scunited statesglobalwest

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AUM

$1.9B

Location

SPARTANBURG, SC

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