Creating value through trust for over 30 years, TCV Trust & Wealth Management is an employee owned, Tennessee chartered independent trust company with locations throughout Virginia. Our services in Lynchburg include asset management, tax-managed investing with multiple strategies, IRA rollovers, and corporate trustee designation while maintaining high standards of accountability, professionalism, and personal service as a fiduciary.
Trust and Estate Services in Lynchburg Virginia
At TCV Trust & Wealth Management, our Trust and Estate services focus is threefold: to preserve capital, to manage its growth, and to transfer that capital from one generation to another. Contact our Lynchburg-area office today to learn about the tailored services TCV Trust & Wealth Management provides, in response to specific client needs. As a fiduciary, TCV is held to the highest standards of accountability and professionalism.
Trust Services in Lynchburg
Trust services are a core element of our business. TCV Trust & Wealth Management acts as trustee or co-trustee, or as an agent for trustee, to assure reliable trust administration in Lynchburg. Fiduciary services in Lynchburg include:
- Investment Management
- Custody of trust assets
- Detailed reporting to beneficiaries and co-trustees
- Prepare trust tax returns
Click here to view our Trust Management Fee Schedule
Lynchburg Estate Administration Services
In serving as executor or personal representative, or as agent for either, our Lynchburg area office provides the following services:
- Collect and secure estate assets
- Appraise estate assets
- Notify creditors and pay debts
- Collect monies owed the estate
- Manage estate assets (real estate, securities, family-owned business)
- Keep detailed records of all transactions
- Submit records to beneficiaries and probate court
- Choose tax year for the estate
- Complete and file income and estate tax returns
Click here to view our Estate Administration Services Fee Schedule
Directed Trustee Services in Lynchburg VA
Directed trusts provide flexibility on the investment management of trust assets. These special trusts allow the trustee to have a partnership with an outside investment advisor. This advisor creates and implements the investment strategy for the trust. TCV Trust & Wealth Management offers trust management to suit a variety of needs and client goals. We can assist with custodial and fiduciary services while supporting the investment advisors role.
Click here to view our Virginia Directed Trustee Services Fee Schedule
Lynchburg Wealth and IRA Management Services
We take an active approach to managing investments including IRA rollovers, focusing on high-quality equity and fixed income investments for our Lynchburg clients. Securities are selected after applying a very disciplined approach of research and analysis. All investment opportunities are carefully studied to ensure that potential returns are commensurate with risks taken. TCV Trust & Wealth Management believes our application of this disciplined and consistent process will result in returns exceeding stock and bond indices over market cycles.
Our Investment Strategy
- Portfolios are tax-managed and diversified to limit market risk and provide consistent performance
- Diversification is across investment styles and asset classes
- A full range of investment options include:
- Individual stocks and bonds
- Mutual funds
- Exchange traded funds
- We utilize multiple global research sources to:
- Set strategic asset allocation
- Determine sector weighting
- Select securities
Click here to view our Investment Services Fee Schedule
Access Your Entire Financial Picture From Our Mobile App
TCV Trust & Wealth Management offers the best-in-class personal finance Wealth Access tool that allows you to securely look at your total wealth, balance sheet, cash flows, and asset allocation.
This advanced portal allows you to store all account information in one place. Benefits include: customized report generation, a document vault, and alerts that notify you if your asset allocation is unbalanced, funds are transferred out of an account, or a deposit is made to your account.
View Our Mobile Personal Finance App to learn more.