Building trusted partnerships
through reliable
fiduciary expertise
Your partner to solve fiduciary compliance challenges ->
Take a look at this brief video to hear about how TRUSTworthy Consultants partners with Trustees and wealth organizations to help solve fiduciary compliance pain points and provide training, process improvements, and efficiencies.
Minimize fiduciary risks with peace of mind
TRUSTworthy Consultants partners with you to ensure your fiduciary practices are compliant, efficient, and up-to-date with the latest regulations and industry best practices. We accomplish this by providing a customized and collaborative approach with flexibility along the way.
OUR SERVICES
Customized solutions to meet your unique needs
Fiduciary Compliance
& Training
Unique (Hard-to-Value)
Asset Expertise
Advisory Roles &
Interim Management
Process Improvements
& Efficiencies
Meet Patrick Alyward
Patrick began his professional career in 1991 as a Fiduciary Tax Preparer at Fleet Bank in Providence, RI and has remained in the wealth management business serving clients ever since.
He is the Founder and CEO of TRUSTworthy Consultants, Inc. and currently partners with banks and trust companies, in addition to serving as an advisor to financial organizations. He has his ATFA certification and is a fiduciary expert & frequent speaker at national conferences related to wealth management and fiduciary compliance topics.
WHO WE ARE
Testimonials
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"Patrick brings the perfect combination of deep trust subject matter expertise combined with real-world experience navigating large and mid-size trust companies. The result is 'critical path' insight that allows your firm to manage risk, enhance the client experience, and help grow your business."
Robert Gonci - Former Director of Portfolio Management for a top 10 U.S. Bank
