First Financial Trust

First Financial Trust, N.A. is a nationally chartered trust company with an office in Wakefield, serving individuals, businesses and nonprofit organizations across the United States. It acts as a true fiduciary, meaning it is held to the Fiduciary Standard, a stricter rule than the suitability threshold that governs many investment advisors, and it puts clients’ interests ahead of products, fees or corporate interests. Its work centers on wealth management and planning tailored to each client’s goals.

The company is a subsidiary of The Savings Bank, which was established in 1869, and it is one of fewer than sixty nationally chartered trust companies in the country. Its Massachusetts offices give it a local presence, while its national charter lets it serve clients anywhere in the United States. Meetings are flexible: many clients work with the firm remotely by phone and digital channels, while others meet advisors at an office or at their own dining room table.

What to Know

• Besides Wakefield, First Financial Trust has an office in Leominster.
• Its published articles cover topics such as corporate trustees for long-term family wealth, along with regular market commentary.
• A mobile app lets clients manage their wealth accounts.
• It is a member of the Wakefield Lynnfield Chamber of Commerce.