Heritage Trust Company of New Mexico is now Adams Brown Trust Solutions

Heritage Trust Company of New Mexico was recently acquired by Adams Brown, a CPA and professional services firm that provides tax, audit, accounting, payroll, wealth management, technology services, and now trust solutions. As part of this transition, our name has changed to Adams Brown Trust Solutions, Inc.

The team you have relied on at Heritage Trust will continue to serve you with the same level of professionalism and care. Through Adams Brown, we now have access to expanded resources and a larger group of specialists, which strengthens our ability to support you and your family.

Along with the Heritage Trust team, Adams Brown Trust Solutions brings together a team of seasoned trust advisors, many of whom have been in the industry for decades, who work directly with our in-house CPAs, wealth managers and estate planning professionals. This gives you seamless access to trust, tax, wealth and estate planning expertise through one point of contact.

What this means for you

Your current services continue uninterrupted.

You’ll keep working with the same professionals you know and trust and may meet some additional teammates along the way.

Your estate plan documents don’t need updated.

There is no need to amend your estate plan documents to reflect the acquisition. We have documentation of our name change, and there will be no interruption in our ability to provide the services for which HTrust was appointed.