Who We Are

We are proud to be the only private trust company in South Carolina. As a family-owned, multi-generational firm, we understand the importance of building a strong legacy. This connects us to our clients in a way that is unique from other wealth management companies.

Firm History

Founded in 1913, Colonial Trust has a long and proud history. After many decades of success with the founding families in Spartanburg, in the late 1900s Colonial began offering our boutique family office style to clients across the state. Selectively choosing the most ethical professionals to plant our flag in new markets, our emphasis has always been on being true to who we are rather than growth for growth’s sake.

Firm History

1913

Colonial Trust Established

1989

Colonial Trust Company Acquired by H. Walter Barre and Barry D. Wynn

1996

Colonial Trust Advisors Created, Colonial Trust Greenville Office Opened by Johnnie Mac Walters

2001

Bert D. Barre and Camp R. Wynn Join Colonial Trust

2006

Bert D. Barre and Camp R. Wynn Become Principals of Colonial Trust

2007

David Humphreys Joins Colonial Trust and opens Charleston Office

2013

Colonial Trust Celebrates Centennial, Colonial Trust Columbia Office Opens

Operating Principles

Our founding principles are as important today as they were a century ago. These principles guide the way we approach clients, investments, and business.

Operating Principles

Longevity

With longevity comes experience. The history of our firm and tenure of our team give us the wisdom that comes from living through market cycles and watching families who use long-term discipline have success in preserving wealth.

Independence

As a privately owned firm, we have the flexibility to offer services and make decisions that support the best interest of our clients and their families. This independence affords us a clear perspective and objective approach to wealth management.

Quality

We believe a focus on quality can accurately describe our investment philosophy and our approach to business. An emphasis on providing a high level of service to clients is a formula for success in any type of business. We also focus on the high quality investments to generate attractive returns without unnecessary levels of risk.