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At Queensborough, we believe that the best way to help our customers achieve their goals is to truly get to know them and their needs, to become a partner in that process. We accomplish this by providing a Trust Department that offers a full scope of financial services with local administration.
We also believe that partnering with your existing attorney and accountant is an important factor in your personal estate planning process.
Within our trust division, we pride ourselves with working with you directly to ensure you receive the best advice that's customized to meet your unique needs, and to maximize your best interests and the interests of your beneficiaries.
Q Trust Services is dedicated to providing you with confidential, professional and timely service at competitive fees. We are here to assist you through all stages of your trust and wealth planning decisions.
VP, Trust and Fiduciary Manager P: (762) 383 6235 M: (762) 224 9733 Email Matt
7 George C. Wilson Ct Augusta, GA 30909
Wehman is a Fiduciary Funds Manager on Queensborough’s Wealth Management team within the Fiduciary Trust Department. He helps manage portfolios for nonprofit, foundation, municipal, and other interest-bearing accounts, providing fiduciary oversight and long-term financial stewardship.
He brings more than 12 years of experience from the fundraising industry, with a strong background in client relationships and business development. Active in the community, Wehman serves on the boards of Golden Harvest Food Bank and Hope Mental Wellness Center.
He holds a bachelor’s degree in marketing from Clemson University and is pursuing an MBA from the University of Nebraska–Lincoln with a specialization in Finance. Outside of work, he enjoys golfing, supporting the Clemson Tigers, and spending time with his wife, Megan, and their three daughters.
A trust is an incredibly flexible tool that can help you effectively accomplish many of your financial goals. Passing of assets, charitable gifting, management of assets for the benefit of minor children, providing for continuity of business operations and professional timber and land management are just a few examples of what you can secure for now and into the future utilizing trusts.
Includes
Revocable Living Trusts
Testamentary Trusts
Charitable Trusts
Trustee And Executor Services
Wealth Transfer Process
Family Business Services
Special Needs And Elderly Care Trusts
Land And Timber Trusts
Charitable And Philanthropic Giving
Business Preservation And Succession Strategies
Provide Non-profit Fiduciary Oversight And Asset Management
As a local, full-service trust department, we will sit down with you and provide seamless assistance from the planning stages to the administration of the trust. We can help you assess and realize the benefits of a variety of trust arrangements.
It is the goal of Q's Trust Department to work solely in the best interest of our customer. For asset management, we believe this is best accomplished by conducting rigorous due diligence to identify superior managers that meet the specific needs of our customers in a straight-forward, transparent arrangement. By doing this our customers can be confident they are receiving investment services that are customized to their needs and are independent of any proprietary investment products.
Q stands ready to work with you and your advisers to navigate the complicated process of estate settlement.
Asset identification, collection, valuation and management
Probate estate and trust administration
Preparation of all required inventories and accountings
Filing of tax forms
Distribution of assets in accordance with the estate plan
Investments: Not FDIC-Insured – May Lose Value – Not Bank Guaranteed
our highly skilled and experienced trust department works to ensure the successful accumulation, preservation and transfer of wealth. We work for individuals, families, companies and non-profit organizations.