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About GB&T
Personal Services Business Services Loans Mortgages GB&T Financial Services Resource Center
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As a wealth management client, you have grown your resources substantially through careful assessment and calculated decision making. As you continue to plan for the future, your thoughts may naturally turn towards preserving your assets for future generations. As you make preparations, we invite you to investigate the local trust options Georgia Bank & Trust offers. As the only fully local trust operation in the Augusta area, we have the resources readily available to meet all of your estate and trust administration needs. We are experts in financial management with proven results. Our objective is to maintain and maximize your wealth and to help you secure your financial legacy well into the future. Below is a brief overview of our services. For a more detailed description of our services or to set up a meeting with one of our Trust professionals, call us at (706) 739-1080. Asset Management We use a consultative approach to determine appropriate asset allocation (mix of stocks and bonds). We provide a full range of portfolio management services utilizing individually managed securities and mutual funds. We have established advisory relationships with superior investment managers such as:
Estate Settlement By selecting Georgia Bank & Trust you are choosing an unbiased third party committed to assuring the fulfillment of every detail of your will or trust. Estate Settlement services include:
Trust Administration We can guide you in the development of a well-designed plan and will assist you with implementation by opening and administering your account—locally. Periodically we will review your plan to ensure that it continues to meet your needs and unique circumstances. Also, because we are the only bank in Augusta with a fully local Trust department, we can meet with you as often as you would like to assess your accounts. We are readily available for your convenience and we offer our experience in handling a variety of Trust options including:
Charitable Trusts and Endowments Investment and trust administrative services for:
Annual gift consulting services include:
Consulting and coordination with other estate planning techniques. Meet our Experienced Team:
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Charles B. Thompson, III
David J. Hogg, Jr.
Deirdre B. Clements, CTFA
Ann Cooper
Linda Faulkner
Sondra Lunceford