The Glenview Trust Company – Estate Planning, financial planning, trust administration and highly diversified investment stategies

Our Approach to Wealth Management

Whether you are an individual investor, part of a family partnership, a business owner or a professional, your wealth is the basis of your future plans and the well-being of your loved ones. We understand how important it is to carefully manage your assets. The Glenview Trust Company professionals are highly qualified and provide a diversified, tax-sensitive investment program and financial plan. We will work closely with your attorney, accountant and others to fully understand your financial needs and simplify the complexities of your financial life.

Our investment professionals, trust administrators, estate planners and financial planners analyze, consult and manage your financial affairs with the help of your other advisors. We know it takes a team approach to find the best plan and financial strategies. First, we assign one of our senior professionals to become your relationship manager. He or she will form the appropriate team of people to work with you. Accustomed to complex accounts and client needs, each individual involved will have a specific role. This process includes gathering all pertinent information, discussing your objectives and special family circumstances, coordinating with your outside advisors, determining your priorities, formulating a personalized program, presenting it and working with you to implement it. Then we remain vigilant: we report regularly and respond to changing family circumstances, financial markets and new developments in estate, gift and tax legislation.

The Glenview Trust Company is singularly focused on client satisfaction as the formula for your success and ours. To that end, only the most experienced and successful professionals are invited to become part of this organization. Each of our professionals manages a very limited number of client relationships so he or she can stay focused and in touch with you. Establishing a healthy, long-term relationship with you is of paramount importance.

As CEO and Chief Investment Officer, Ronald J. Murphy teams with his experienced professionals to provide the leadership and vision of this company. He sums up our mission:

"The ultimate objective of investing is 'spendable' wealth, or what some people call 'income.' The more difficult issues to resolve are: How much is needed? Who gets to spend it? And when is it spent? Our management process is focused on answering these questions.

"Expertly prepared financial, retirement and estate plans provide some of the answers. With our professionals you will determine how much you need for your lifestyle and heirs, and what investment strategies will provide for those needs. We will make certain that your spouse, children, grandchildren and charities receive the 'spendable' wealth, not the U.S. government or other unintended beneficiaries."