Wealth Management Advisor, Mike Laske, is featured in an article on MBG on choosing the right credit card. https://lnkd.in/gS83VJYW
Greenleaf Trust
Finanzdienstleistungen
Kalamazoo, MI 4,112 followers
Financial Security from Generation to Generation.
Über uns
At Greenleaf Trust, building and sustaining your wealth is not a sideline—it is our sole purpose. We are exclusively dedicated to providing a superior level of personalized service to high net worth individuals, companies, foundations and endowments. Greenleaf Trust is an independently owned business, and we are structured to remain that way. Our independence eliminates the possibility of your interests being superseded by the policies of some faraway corporate office, and you will never have to worry about the impact a merger or buyout could have on your account. As one of Michigan’s first trust-only banks, we have nearly 200 employees working from Greenleaf Trust offices in Kalamazoo, Grand Rapids, Birmingham, Midland, Bay Harbor and Traverse City. We are locally owned and managed in Michigan, and deeply rooted within the communities we serve.
- Website
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http://www.greenleaftrust.com
External link for Greenleaf Trust
- Industrie
- Finanzdienstleistungen
- Größe des Unternehmens
- 51-200 Mitarbeiter
- Hauptsitz
- Kalamazoo, MI
- Typ
- In Privatbesitz
- Gegründet
- 1998
- Spezialitäten
- Wealth Management, Wealth Management "Goals Based", Trust Administration, Retirement Planning, Retirement Plan Administration, Estate Settlement, Family & Foundation Services, Endowment & Foundation Services, Strategic Financial Planning, Asset Managment, and Trust
Standorte
Employees at Greenleaf Trust
Aktualisierungen
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When it comes to retirement, there are things that we can fully control, things that we can somewhat control and then there are those things over which we have absolutely no control. Senior Vice President, Senior Wealth Management Advisor, Nicole Asher, discusses the variables that come into play in retirement and how you can plan for the unexpected: https://lnkd.in/gJJftdig
"Oh the Places You'll Go" - Greenleaf Trust
https://greenleaftrust.com
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Please join us in congratulating Lyndsay Deery on her recent promotion to Business Resiliency Program Manager! https://lnkd.in/g6P-z_T9
Greenleaf Trust Announces Promotions in Business Information Services Division - Greenleaf Trust
https://greenleaftrust.com
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A majority of Americans do not regularly talk about money. If money makes the world go round, why is it so uncomfortable for some of us to talk about? Trust Relationship Officer, Kate Schafer, discusses in this month's newsletter: https://lnkd.in/gXUbEJvD
Money Makes the World Go Round, But Don't Talk About It? - Greenleaf Trust
https://greenleaftrust.com
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Financial markets took the headlines in stride. While there were some setbacks – Crowdstrike shares didn’t fare so well – overall, there weren’t any meaningful or lasting reactions to the headline events that shaped the month. Chief Investment Officer, Nicholas Juhle, shares the latest in this month's newsletter: https://lnkd.in/gYUibqzK
Economic Commentary - Greenleaf Trust
https://greenleaftrust.com
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Our value proposition is much more than portfolio management and customized to however we can help a particular client. Find out how one client centric team solved an important mystery from President and Chief Executive Officer, Michael Odar: https://lnkd.in/gMb7b5us
Lost and Found in Northern Michigan - Greenleaf Trust
https://greenleaftrust.com
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The U.S. stock market is approaching correction territory – a decline of 10% of more from a recent peak. After closing at a record high on July 16, the S&P 500 declined 5.6% through last Friday and is poised to fall another 2-4% today. Chief Investment Officer, Nicholas Juhle, provides an important perspective on market corrections: https://lnkd.in/gyNizirz
Correcting. - Greenleaf Trust
https://greenleaftrust.com
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Please join us in celebrating 11 teammates who received mid-year promotions: https://lnkd.in/gpUfftpZ
Greenleaf Trust Announces 11 Promotions - Greenleaf Trust
https://greenleaftrust.com
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Finding the right wealth manager can make all the difference in achieving your financial goals and securing your future. Here are six considerations when choosing a wealth manager: https://lnkd.in/g7JfUcQm
Choosing the Right Wealth Manager: Key Considerations for Your Financial Future - Greenleaf Trust
https://greenleaftrust.com