Founded in 1998, Clearstead Avalon Trust is a state of New Mexico-chartered trust company, which is wholly owned by Clearstead Advisors, a financial advisory firm headquartered in Cleveland, OH.
For families and individuals with trust assets, Clearstead Avalon Trust offers the expertise of an investment firm and wealth planning practice, with the resources of a trust company, serving individuals, families, trusts, and foundations. Our approach enables us to craft carefully considered solutions for each client — a product of our best thinking.
Clearstead Avalon Trust is a wholly owned subsidiary of Clearstead Advisors, LLC and is not registered with the SEC.
Investment Management
Using the best thinking of our firm, we design investment portfolios to meet specific client objectives. Portfolios use high-quality investment managers and individual securities identified through a rigorous research process to narrow investment opportunities to our best ideas.
Financial Planning
We start by listening, understanding your goals and aspirations. Then, together, we develop a cohesive and comprehensive estate plan that preserves your assets during your lifetime, and ultimately transfers them smoothly and efficiently to the next generation, to charities or to those important to you.
Corporate Trustee Solutions
Clearstead Avalon Trust provides a solution-oriented approach to trust management, responding thoughtfully and thoroughly to matters relating to your trust. We have the expertise and knowledge of legal issues to help you manage your trust, and work with you to gain a thorough understanding of the objectives of the trust, as well as the relationships among the beneficiaries, grantors, and their families.
Tax Strategy & Preparation
If you need an advisor for optimizing your tax returns or coordinating your cash flow, we can leverage the experienced wealth management team of more than 60 professionals at our parent company, Clearstead Advisors, to provide these services.