Wealth Advisor Services
Fiduciary trust execution and personal wealth strategy
Many firms offer investment advice. Few hold the statutory authority to act as your Trustee and Personal Representative. At PSBTrust, we integrate chartered trust administration, comprehensive financial planning, and portfolio management into one coordinated partnership.
Why PSBTrust
01. Fiduciary authority
Unlike independent RIAs or brokerages, our chartered bank Trust Division holds the statutory authority to serve as your Corporate Trustee or Personal Representative (Executor). We provide complete fiduciary protection under one umbrella.
02. Local continuity
Founded in 1965, Park State Bank & Trust has provided continuous financial care for over six decades, serving trust and investment clients since 1997. We offer long-term stability and deep community ties that outlast market cycles and firm mergers.
03. Direct access
You work directly with the credentialed trust officers and advisors managing your accounts — no call centers, no distant committees. The people who sit down to listen to your story are the ones who sign the distributions.
Our integrated fiduciary disciplines
Chartered trust and estate services
The Goal
Protect your legacy and execute your estate plan exactly as written.
What We Do
Living trust administration, successor trustee oversight, agent for trustee, and professional estate settlement.
Comprehensive financial planning
The Goal
Define what your wealth needs to achieve across generations before choosing investments.
What We Do
Retirement income modeling, business exit planning, tax optimization, and family wealth transfer blueprints.
Tailored investment management
The Goal
Construct purposeful, risk-managed portfolios designed to fulfill your trust and planning mandates.
What We Do
Custom public-market portfolios, institutional cash management, and selective alternative investment access.
Who carries out your wishes when you cannot
The Reality
Naming a loved one or friend as trustee sounds honoring, but taxes, accounting, and legal notices turn into a heavy burden during a time of loss.
The Solution
A corporate trustee doesn’t move away, get tired of recordkeeping, or take sides in personal disagreements. PSBTrust handles the administrative strain so your beneficiaries don’t have to.
The PSBTrust Advantage
Unlike firms that separate trust oversight from financial management, our chartered Trust Division integrates full corporate trustee administration with custom planning and portfolio management under one roof.
Tell us the goal. We will help you choose the path.
t: 719.687.9234
m: 719.510.9643
d: 719.686.5218
f: 719.399.0469
e: William.Sneckner@psbtrust.bank
w: psbtrust.bank
a: PO Box 9, 710 W US Hwy 24, Woodland Park, CO 80866
William K. Sneckner, CFP®
Trust Officer | Wealth Advisor