Live a Life Well-Planned
When it comes to managing your wealth, having the right team to guide and advise you is essential. Trust Company of North Carolina offers wealth management services to help you optimize and plan for your financial well-being.
We believe that each client is unique, with individual financial goals and needs. That’s why we use a solution-based approach to managing your wealth. Our team takes the time to know you and become your financial advocate.About Us
Exclusive to Trust Company of North Carolina Customers
When you become a Trust Company of North Carolina customer you will have access to exclusive account benefits to help you grow your wealth. Open a Private Banking account to get our highest personal interest rates, free services, and loan discounts. You’ll also receive a suite of money-saving benefits with Fidelity Bank Perks powered by BaZing, the nation’s largest network of coupons and discounts.Private Banking
Find Your Wealth Consultant
Trust one of our experienced wealth consultants to help you navigate financial planning and create wealth-building strategies to enable long-term success and give you the peace of mind you deserve.
What People Say About Us
We moved our entire banking, Trust, and Investment relationship after being with another institution for 20 years. Best move ever for us. We like the one-on-one client experience. We feel secure with our wealth consultant, especially during turbulent times.
I’ve worked with my wealth consultant for over 10 years through various stages of my financial life. I’ve been given guidance for my investments through a complete financial plan which helped me uncover insurance needs that had to be addressed. I would highly recommend Trust Company of North Carolina to anyone seeking financial advice and guidance.
We are new investors, and TCNC has directed us to many resources we needed, lawyers, CPAs, & other professionals. They have assisted us in creating a life plan to help guide us with present and future decisions and give us a clear idea of what is needed to achieve our retirement goals. I like that they are family oriented and have good values and intentions with their own lives as well as with ours.
My wife and I have found the Wealth Management services at Fidelity Bank to be exactly what we have been looking for as we have been approaching retirement in this volatile investment market. We could not be more pleased with how the Wealth Management group at Fidelity Bank has been focused on our needs and been able to successfully minimize the negative affects to our portfolio during the current financial market’s downturn.