Happy Trust Company
Wealth & Legacy Planning
Building wealth for a lasting legacy.
Happy Trust Company is here to help construct a plan for your investment success and then walk alongside you to ensure the plan is carried out.
Our team of professional portfolio managers will work with you to build a customized portfolio suited to your specific needs.
Let us meet both your long-term retirement needs and financial legacy planning goals.
Specialty Asset Management and Fiduciary Services
Confidentiality and discretion by our experienced team keeps your accounts safe.
Take the Fear Out of Investing
Determine Your Risk Tolerance
Everyone has a different tolerance for risk. Determining how fast you’re comfortable traveling on your investment journey is the first step in helping our financial professionals develop an investment strategy that’s perfect for you.
I AM HAPPY
Senior VP, Director of Trust Services
“I’ve been part of the Happy Community for many years, and one thing I love most about this bank is how we have a direct connection to the lives of others. We’re not just a transaction. We’re an opportunity to help enrich someone’s well-being. That’s something you won’t find at any other bank.”
I AM HAPPY
Senior VP, Senior Trust Officer
“I’ve been a trust administrator for 27 years, with over 6 years at Happy State Bank. The most gratifying aspect of working at Happy Trust Company is assisting in the planning, implementing and fulfilling of the financial future for our clients and their families. The culture at Happy makes it easy to develop family-type relationships with our customers.”