Our Services
At WealthTrust, we provide a variety of products and services for individuals, families, trusts, and businesses. In a highly complex financial world, we can help you achieve your goals.
Products and Services Include:
- Investment Management
- Portfolio Design
- Retirement Planning
- Estate Planning
- Customized Financial Plans
- Fee Based Investment Accounts
- Traditional & Roth Individual Retirement Accounts (IRAs)
- SIMPLE, SEP, & Other Small Employer Retirement Plans
- 401(k), 403(b), & 457 Employer Retirement Plans
- 529 Qualified Tuition Plans
- Annuities
- Life & Disability Insurance
- Long-Term Care Insurance
- Health Insurance
- Social Security Planning