Trustco Banks Wealth Management team takes the stress out of planning for the future

Trustco Banks Wealth Management department is a financial fiduciary, so your best interest is always our priority. Offering a comprehensive range of Trust and Estate services as well as investment management, our dedicated team is here for you, ensuring your financial security.

Join us at one of our upcoming Wealth Management Seminars. These seminars will cover many topics to set you up for financial success and much more!

Upcoming Wealth Management Seminars

Non-deposit investment products.

Upcoming Wealth Management Seminars

September 23, 2025

“Value Approach” to Investing
A Wealth Management Seminar at the Fort Orange Club
8:45 am – 10:00 am
Virtual Seminar
Phone: 518-381-3644

June 24, 2025

Estate Planning and Trust Administration
6:00 pm – 7:30 pm
Venice Office
2057 South Tamiami Trail
Venice, FL 34293
Phone: 941-927-9389

July 1, 2025

National Financial Freedom Day
How to Take Control of Your Financial Future
10:00 am
Virtual Seminar
Phone: 518-381-3644

July 23, 2025

Understanding the First Steps to Setting up a Successful Financial Future
9:00 am – 10:00 am
Avalon Park Branch
3662 Avalon Park East Blvd,
Orlando, FL 32828
Phone: 941-927-9389

August 5, 2025
A Financial Review Day
9:30am – 3:00 pm
Nyack Branch
388 NY-59, Nyack NY 10960
September 24, 2025
Bridging Potential Gaps: Estate Planning & Trust Administration
11:00 am – 12:30 pm
Trustco Bank Davenport Branch
2300 Deer Creek Commons Lane, Ste 600 Davenport, FL 33837
September 30, 2025
Bridging Potential Gaps: Estate Planning & Trust Administration
12:30 pm – 2:00 pm
Trustco Bank Lake Nona Branch
9360 Narcoossee Rd, Orlando, FL 32827
September 30, 2025
A Trust Administration Workshop: Learn how to Make Trust Planning and Administration Work
12:00 am – 1:30 pm
Capital Region Chamber
5 Computer Dr. S., Albany, NY 12205
October 7, 2025
Bridging Potential Gaps: Estate Planning & Trust Administration
12:30 pm – 2:00 pm
Trustco Bank E Colonial Branch
12901 E Colonial Dr, Orlando, FL 32826
October 7, 2025
Get to Know: Trustco Bank Wealth Management
10:00 am – 11:00 am
Upper Union Street Branch
1620 Union Street Schenectady NY 12302
October 9, 2025
Securing Your Legacy: Wealth, Wisdom, and the Next Generation
3:00 pm – 4:00 pm
Trustco Bank Katonah Office
18 Woods Bridge Rd., Katonah NY 10536
November 18, 2025
Bridging potential Gaps: Estate Planning & Trust Administration
11:00 am – 12:30 pm
Trustco Bank Sun City Center Branch
4441 Sun City Center Blvd., Sun City Center, FL 33573