PlanTrust Wealth Management is a registered investment adviser (RIA) based in Plano, Texas. The firm operates on a fiduciary basis, meaning it is legally obligated to act in its clients' best interests. Its core mission is to offer unbiased, personalized financial guidance to help clients achieve their long-term goals, including retirement, estate planning, and wealth accumulation. The company emphasizes a comprehensive approach that integrates all aspects of a client's financial life into a cohesive strategy.

Founded in

United States