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6 days ago · Greenleaf Trust is a wealth management firm with specialized disciplines in asset management, trust administration & retirement plan service.
Greenleaf Trust is a privately held and managed trust-only bank, specializing in wealth management, trust and retirement plan administration.
Greenleaf Trust provides a comprehensive retirement plan service offering that is beneficially different from our competitors. We oversee every component and regulatory requirement of your company’s qualified retirement plan.
Let’s get to know each other. Year after year, Greenleaf Trust has been named a “Best and Brightest Company to Work For” along with similar accolades from Fortune , Crain’s, Great Places to Work, and others.
A comprehensive overview of your total wealth in one secure location. Clients of Greenleaf Trust have exclusive access to mywealth, our safe and secure online portal that keeps track of one’s wealth like never before.
With specialized disciplines in wealth management, trust administration, retirement plan administration, and family office services, Greenleaf Trust’s approach is focused and strategic.
Acting as sole trustee, co-trustee, agent for trustee or successor trustee, we provide competent and objective management of financial assets, real estate, business interests, and other related assets.
Questions about wealth and asset management? Contact Greenleaf Trust today or meet us in Kalamazoo, Traverse City, Birmingham or Petoskey.
Greenleaf Trust's Wealth Management services put each client’s well-being at the forefront of every decision, giving you peace of mind.
Greenleaf Trust is always seeking talented, team-oriented individuals who are dedicated to a continuous improvement process aligned with our clients’ wants, needs, and desires. If you are interested in a career with us, ask yourself the following questions:
