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May 28, 2024 · 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.
With specialized disciplines in wealth management, trust administration, retirement plan administration, and family office services, Greenleaf Trust’s approach is focused and strategic.
New User. We have live chat and texting available. Click the Help icon to chat or text us at (269) 218-6300. Note: Username and Password are case sensitive. Username. Password. Forgot Username or Password? Three failed attempts disables your account. Login.
Greenleaf Trust's Wealth Management services put each client’s well-being at the forefront of every decision, giving you peace of mind.
Questions about wealth and asset management? Contact Greenleaf Trust today or meet us in Kalamazoo, Traverse City, Birmingham or Petoskey.
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.
To log in to your Greenleaf Trust Retirement Plan account, log in at https://www.yourbenefitaccount.com/greenleaftrust/. Enter the Username and Password you customized during enrollment (if none, contact Greenleaf Trust Participant Services for access) LOGIN as a “Participant”.
Greenleaf Trust is a Michigan non-depository trust bank regulated by the Michigan Department of Insurance and Financial Services. Greenleaf Trust is wholly owned by Greenleaf Financial Holding Company, a Delaware corporation.
