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MCT takes a hands-on, personalized approach to a variety of trust services, managing sensitive matters with expertise, objectivity, and thoughtful decision-making. We take a team approach in which the trustee, beneficiaries, and professional advisors all work together to carry out the wishes of the grantor.
We can serve as the fiduciary on Trust and Estate plans, provide prudent, effective asset management by customizing portfolios based on our client’s objectives, and by protecting a minor or disabled loved one’s financial future through financial guardianship.
The secret to our success is simple. We are not merely bankers; we are your neighbors. We live in the same communities that we serve; we share your interests. We are equally affected by the decisions we make. What is good for you is good for us as well.
Meet our Trust Department Team:
- Lisa Perry, Trust Department Manager / Trust Officer
- Cindy O'Campo, Trust Officer
- Matthew Warden, Trust Support Specialist
Services *
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TRUST
Providing prudent, and effective trust and estate expertise to ensure client intentions are fully realized. We work closely with clients and their professional teams to navigate complex tax/legal codes and administrative duties. We can provide peace of mind for clients and skillfully fulfill a range of trust and fiduciary responsibilities.
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PENSIONS
Dynamic markets, ongoing transparency demands, and increasing regulatory requirements present unique challenges for pension funds. For decades, Mauch Chunk Trust has helped pension funds manage risk, achieve investment objectives and optimize portfolio efficiency.
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FINANCIAL POA
Having a Financial Power of Attorney (POA) in place ensures you’re establishing a way for a loved one's affairs to be managed when they are unable. Knowing that their financial responsibilities, investments, retirement, bills, and everything else in their financial world are in good hands.
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IRA ACCOUNTS
Deciding what to do with retirement assets after leaving an employer can seem overwhelming. Understanding a client’s options and helping them make an informed decision based on their unique goals and income needs is our primary focus. Mauch Chunk Trust leverages a nationally recognizable team of analysts in delivering investment results.
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FINANCIAL GUARDIANSHIP
Protecting a minor or disabled loved one’s financial future requires expertise, diligence, and sensitivity. As guardianship administrators, we strive to build and preserve a secure future for family members through personalized solutions.
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ESTATES
Carrying out estate plans that meet legal and tax requirements can be challenging. Working with a client’s professional team we provide skillful guidance and expert solutions for estate settlement and wealth transfer. From managing assets, cash flow, and other duties we balance compassion and objectivity throughout estate settlement to help across a broad range of capabilities.
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Contact Lisa Perry, Trust Department Manager
Call LISA: 570-325-0486
* NOT FDIC INSURED | MAY LOSE VALUE | NOT FINANCIAL INSTITUTION GUARANTEED | NOT A DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY.
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