Reliance Trust Establishes Wealth Management Venture in N.C.
Atlanta-based Reliance Trust Company said it has partnered with local business leaders in Wilmington, North Carolina, to form a wealth management firm providing retirement services.
Reliance Asset Advisors, LLC, will serve the trust, wealth management, and financial service needs of the Greater Wilmington area. Services will include investment management services; local trust services and administration; financial planning services; and retirement services, including 401(k) rollover and IRA services.
The Wilmington partners include Harold W. Wells, III, and Mort Neblett.
“We believe that markets such as Wilmington are currently underserved and present a great opportunity for Reliance, which is big enough to provide all the needed products and services and small enough to provide the kind of personal service that clients want and demand,” said Anthony Guthrie, president of Reliance Trust. “In addition, we have found tremendous local business partners who desire a more personalized approach to delivering financial services who share our belief in the future of Wilmington.”
The office is located in downtown Wilmington at Three North Third Street in the Wells Insurance building.
More information is available at www.relico.com .