Since 1927, we have provided customized, strategic solutions to help our clients meet goals.
Click below to download it or visit the iOS app store and search for Valley Wealth & Trust. Currently, the app is available only for iOS devices, with an Android version coming soon. Access requires an account with Valley Wealth & Trust with online platform privileges. Contact your trust officer for access if needed.
Our goal is simple - we work with you to navigate the complex landscape of trust and estate planning in order to preserve and grow wealth for you and your loved ones.
Our professionals offer you a wealth of experience and expertise, backed by the reliability and integrity of a federally chartered trust company. We provide the personalized interaction, individually tailored solutions and exceptional client service you have come to expect from Valley Bank. Our fiduciary capabilities include:
Estate Planning
Investment Management and Advisory Services*
Personal Trust Services
Custodial Services
Executor
Escrow Account Services
Trustee
*Investment management and Advisory services are provided through Valley’s subsidiary, Valley Wealth Managers, Inc.