We give people the peace of mind to live happy and fulfilling lives.
E. Deane Kanaly created Kanaly Trust with the hope of changing the way people take care of their financial affairs. He believed that by helping people protect and capitalize on their wealth, they could realize the financial freedom to truly enjoy life today and tomorrow.
It is this belief that lies at the heart of our reason for being – our higher purpose. This requires perspective, objectivity and expertise to help people understand their complete financial picture, avoid costly mistakes and make prudent decisions to protect, preserve and grow their wealth.
Our purpose has been our guiding star since day one in 1975 – directing everything we do, from financial and estate planning to investment management to trustee services – to deliver as promised each and every day for clients.