Mission Management & Trust Co.

07/31/2026

Estate planning isn't just about choosing the right fiduciary, it's also about making sure they can act when they're needed most. Read more here: https://missiontrust.com/monthly-mission-insight-july2026/

07/03/2026

Bridget O'Brien Swartz, Vice President & Fiduciary Counsel for Mission Management & Trust Co., talked with family members recently at St. Peter's Pub about special needs trusts. Special needs trusts are designed to preserve assets for a loved one with a disability while protecting access to important benefits.

https://missiontrust.com/what-we-do/trust-estate-services/

06/11/2026

Every trust distribution request is a fiduciary decision—guided by the trust’s terms, fairness to all beneficiaries, and long-term asset protection. Read more: https://birdeye.cx/0trddk

06/10/2026

Markets hit record highs in May, led by strong equity performance. Read the full update here: https://birdeye.cx/olj9zq

Mission Management and Trust reviews February 2026 market commentary, allowing you to stay up to date on your equities and assets.

06/04/2026

Peace of mind starts with a plan. Let’s build yours together. Schedule your Wealth Snapshot today: MissionTrust.com/CFP

05/29/2026

Align → Stress-Test → Act → Review. That’s the Mission Trust Planning Framework. See how it can work for you at MissionTrust.com/CFP

05/21/2026

We’re excited to introduce Ben Fredlake, Investment Officer. Ben brings a fresh perspective to financial planning, helping you align your wealth with what matters most. Learn more: MissionTrust.com/CFP

05/21/2026

Today, Bridget Swartz, Vice President & Fiduciary Counsel at Mission Management & Trust Co., will be presenting at Southwest Autism Research & Resource Center (SARRC) Professional Advisor’s Event.

The panel, Planning for The Special Needs Families in Your Practice, will focus on helping professional advisors guide families through thoughtful special needs planning.

Learn more: https://autismcenter.org/may-sarrc-professional-advisors-event

05/15/2026

Markets rebounded strongly in April as investor confidence improved and earnings remained resilient despite continued uncertainty. Read our latest Market Commentary for key insights shaping the months ahead: https://birdeye.cx/2ynvm7

05/11/2026

Bridget recently did a couple of podcasts with Elizabeth Friman of Fleming & Curti. This is the first of them, where they discuss experiences serving as a corporate trustee and the services Mission Management & Trust Co. provides!

https://birdeye.cx/hbyg86

In this podcast we give an overview of corporate and independent trustees using examples from our friends at Mission Management.