Hello from our CEO

Thank you for your interest in Adelphi Trust Company. We were founded with the belief that wealth management, retirement planning, and trust administration services could be provided to clients in a more holistic way and focused on the needs of a broader audience than is currently available in the market. Your financial well-being is our utmost priority.

We recognize that your needs will change over the course of your life as you face exciting and significant milestones and as you plan for the eventual transition of your wealth to those you love most. The need for a strategic, long-term partnership with a fiduciary provider is growing exponentially. Now, more than ever, families realize the opportunity to protect their hard earned wealth across multiple generations. At Adelphi Trust Company, our mission is to protect and safeguard the financial futures of you and your family, providing you with the peace of mind that comes with knowing your intentions will be realized.

In this booklet, you’ll find information about how we can support you through every milestone in life, including the services we offer and how to access your account with us. Our mission is to protect you and your family. Please contact us anytime with suggestions or with your questions about how we may best serve you.

Thank you for placing your trust in Adelphi Trust Company. We are honored to put your family first in all we do.

Warmly, CEO & Chairwoman of the Board

Katie Pemble