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Send Secure Email NameThis field is for validation purposes and should be left unchanged.Wealth Consultant*General InquiriesFred TurnerJames WilsonJason YorkLarry AllenMatt HowardMorgan McCullenSamanthia SmithTim BrittLori HerculesAustin GilliardJeff BowmanSubject*Your Name*Your Email* Message*Attach FilesSelect up to 4 files (45MB or less). Drop files here or Select files Accepted file types: xls, xlsx, csv, doc, docx, txt, tiff, tif, pdf, ppt, pptx, zip, Max....

Investment Management

Customized Investment Management We custom-build your investment account based on your individual needs and financial goals. Our goal-based approach takes into account both your short and long-term needs so we can develop the right solutions for you. We specialize in building custom portfolios that minimize tax liabilities and maximize your returns.

Legacy Planning

Protecting the Wealth You’ve Accumulated is Our Top Priority Our expert wealth consultants can guide you to ensure that even when the unexpected happens, your wealth is protected. We also provide generational wealth transfer and estate planning services to ensure your financial plan meets your goals for the future and to help you thoughtfully manage your legacy.

Retirement Implementation

Your Retirement Can Only Be Done One Way: On Your Terms. Once you’re ready to retire, our team will help you put your retirement plan into action. We’ll assess your current financial picture and help you use your funds in the most efficient way based on your post-retirement goals.

About Us

Putting Your Interests First Trust Company of North Carolina is most valued by clients who desire personal attention. As a Fiduciary, you can count on us to put your best interests first at all times. We have a low client-to-Fiduciary Manager ratio, so we can better get to know you, your family, and your financial goals.

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  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. Our Solutions

Quarterly Market Insights for 4th Quarter 2022

In this issue: Crypto Meltdown, Year in Review.

Quarterly Market Insights for 3rd Quarter 2022

In this issue: Midterm Elections, The Fed's Tough Job, Summer Rally Fades, Prioritizing Price Stability, Will Corporate Earnings hold up?