Our Services

 

At WealthTrust, we pride ourselves in our experience and knowledge. We provide a variety of products and services for individuals, families, trusts, and businesses. In a highly complex financial world, we can help you identify and achieve your financial goals.

 

Products and Services Include:

  • Investment Management
  • Investment 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
  • Individual & Employer Health Insurance Plans
  • Medicare & Medicare Supplement Insurance Plans
  • Social Security Planning