American Trust Wealth traces its roots back to 1985 when they began helping clients in Lexington and the surrounding areas prepare for successful retirements. They were founded by a former anesthesiologist who believed the principles of the Hippocratic Oath could also be applied in the financial world. Thus, from their inception, American Trust Wealth has delivered on a promise to act with “personal commitment to their [clients] best interest, compassion, and absolute discretion, and confidentiality within the law”.
Since that time, they have taken this commitment a step further – earning their CEFEX certification annually since 2006. This designation independently certifies that they conform to fiduciary best practices and act in the best interest of clients. When asked what this means for the members of his team, Managing Director for American Trust Wealth Kevin Avent said, “You have a duty of loyalty, a duty of prudence and of care. We take that very seriously.”
That’s why it’s no surprise that when they decided to document the celebration surrounding the recent opening of their newly renovated office on Harrodsburg Road, a common thread could be heard in the sentiments shared by various members of their team: client trust is paramount. Hear more from the American Trust Wealth team.
Hear more from the American Trust Wealth team.
