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December 2023 by Erik Linstrom
WATC has been an outstanding organization and trustee! Not to mention being located and my three kids trusts situs in South Dakota..... I've been particularly impressed with Monique Cirivello, the trustee we interact with monthly. She exhibits intelligence, efficiency and is an expert communicator. I hope she remains our trustee for many, many years. She is a "difference maker."
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September 2023 by F Carter
We have enjoyed working with Wealth Advisors Trust Company. They are extremely helpful and professional. Jill, the trust officer, really works well with our financial advisor team. Jill replies promptly and thoroughly to our communications. We look forward to building on our strong relationship.
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May 2023 by Nicole Duman
Jill, Nina, and Debbie, the trust officer and specialist team for our clients are punctual and proactive. They give us great service so we can stay ahead of client issues. They are super responsive to our calls or emails requests. Glad we are using their trustee services!
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January 2023 by SEANATHON BURKENSTOCK '3RD
Every interaction I have had has been great with these guys, gotta cross your eyes and dot your teas,? - lmao. They work diligently within the confines and spirit of the trust, what did his grandfather want? Nina is especially fantastic, ultra responsive and aware of my life and what a happening in it...Could not recommend more!Thank you guys!
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November 2022 by Erik Totera
Excellent information/communication and a transparent fee structure made it easy to choose WATC!
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October 2022 by Sean Burk
Every interaction I have had has been great with these guys, gotta cross your eyes and dot your teas,? - lmao. They work diligently within the confines and spirit of the trust, what did his grandfather want? Nina is especially fantastic, ultra responsive and aware of my life and what a happening in it...Could not recommend more!Thank you guys!
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August 2022 by Poops Mcgee
Every interaction I have had has been great with these guys, gotta cross your eyes and dot your teas,? - lmao. They work diligently within the confines and spirit of the trust, what did his grandfather want? Nina is especially fantastic, ultra responsive and aware of my life and what a happening in it...Could not recommend more!Thank you guys!
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July 2022 by Mr. Sean Burk
Every interaction I have had has been great with these guys, gotta cross your eyes and dot your teas,? - lmao. They work diligently within the confines and spirit of the trust, what did his grandfather want? Nina is especially fantastic, ultra responsive and aware of my life and what a happening in it...Could not recommend more!Thank you guys!
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May 2022 by Sarah Leblanc
Owners or owner want nothing to do with this company and expect it to run itself. It’s very evident after speaking with Christopher that they will no longer be of service to me. I’d recommend anywhere else to be treated with proper respect and TIMELY customer service.
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May 2022 by Micky Reeves
Institutional level, top-notch service with a highly personalized family feel! Thanks for all you do for my client families.
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November 2021 by AJ Cappeto
Mr. Christopher N. Holtby, Head of Learning & Business Development atWealth Advisors Trust Company returned my call about Trust formation. It seems that Wealth Advisors Trust Company does not create trusts, but administers them. Something I was not aware of until Mr. Holtby's call.He did point me in the direction of those who can a create trust for me, but emphasized that I take the advice of an attorney in that field of practice, to see if a trust is really needed in my case. This was most helpful.His professional advice I consider priceless.
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November 2021 by Michelle Sandt-Wade
Working with Nina and her team, as well as the advisors WATC has relationships with has been incredible. My client was with another trustee that was not willing to communicate with her or meet her needs in a timely manner. Nina and the team have been detailed, kind, intentional and very professional. We have a team advocating for the best interest of the client. So grateful for the professional partnership!
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November 2021 by David Distel
Wealth of knowledge and guidance in a refined and efficient dialogue. Christopher Holtby was able to rapidly access my situation and offer clear, understandable guidance of my options that I could easily evaluate and action. They may or may not have an offering that is right for you, but you will walk away with a much better understanding of your personal situation and best options for consideration. Truly appreciated the professionalism.
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October 2021 by Brad DeGraw
Christopher was great to chat with. He understood my situation right away and he saved me a ton of money and time by pointing me in a different direction. Unfortunately we were not a match to work together.
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October 2021 by Michael Strickland
Talking to Christopher was very helpful for my situation and estate planning. He encouraged me to pursue a direction that is unique for me and actually does not involve using his services at Wealth Advisors Trust Company at this time. I appreciate his honesty and will definitely be calling him and this company back for help in the future when the time is right. Thanks again!
