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Corporate Trustee Accounts

The benefits of a corporate trustee, such as impartiality and longevity, often come at the cost of losing a personal and caring touch when it comes to investment management. Not anymore. Vaughn Woods Financial Group is proud to offer its full portfolio management services to you and your trust, even if you are bound by a corporate trustee agreement. Through our affiliation with Pershing LLC, we have relationships with corporate trust companies who can act as your corporate trustee, while you and your investments enjoy a direct relationship with a personal, experienced and incisive portfolio management team.

Contact us today to learn about the benefits of our corporate trustee services!

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    • Vaughn Woods
    Financial Group

    2226 Avenida de la Playa
    Suite A
    La Jolla, CA 92037

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    Notice

    Securities offered through Bolton Global Capital, Inc., 579 Main St., Bolton, MA. Member FINRA, SIPC 978-779-5361. Advisory services offered through Bolton Global Asset Management, a SEC registered investment advisor. Fee paid to Goldline Research for administrative costs. CA Insurance #0575347

    State securities laws require that your Financial Representative be registered in the state in which you live.  For this listing, please refer to the Broker Check Link provided.

    Check the background of your financial professional or our broker-dealers and registered investment advisor on FINRA’s BrokerCheck. ​Bolton Global Capital, Bolton Global Asset Management and their financial professionals do not provide tax services. Copyright Bolton Global Capital, LLC, a registered broker-dealer.  For more information, visit https://finra.org or https://sipc.org.  Copyright Bolton Securities Corporation, d/b/a Bolton Global Asset Management and other trade names, a federally registered investment advisor.

    Click on the following LINK for copies of the firms’ Form ADV, Client Relationship Summary, Brokerage and Advisory Accounts Fee and Conflicts Disclosure and other important disclosure information.  

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