WEALTH MANAGEMENT

Personal Trusts

A Trust Account allows the account owner to transfer assets to one or more recipients, called trustees, who hold legal title to the transferred assets and manage the assets for the benefit of the owner or other named beneficiaries. TD Ameritrade offers legally established taxable living, revocable, irrevocable, and testamentary trusts.

For more information about our specialty accounts, please contact our Advisors at (916) 379-7980 or at info@fc360solutions.com

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Our headquarters are located in Roseville, California but we serve the greater Sacramento area including surrounding communities such as Antelope, Auburn, Carmichael, Citrus Heights, Davis, Fairfield, Folsom, Granite Bay, Lincoln, Loomis, Natomas, North Sacramento, Orangevale, Rancho Cordova, Rocklin, South Sacramento. We also serve key cities across the sate of California including Los Angeles, Napa, San Francisco, the Bay Area, Simi Valley, Santa Barbara, and Santa Rosa CA.

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