Our local team is proud to live and work in the Southeast Michigan area. We are committed to working side-by-side with you to achieve your specific goals. And while we are in a big city, we take pride in our personal service.
True partners in strengthening your financial future.
A holistic approach to maximizing your assets and preserving your family values.
Retirement plan solutions that are good for business and great for morale.
Achieve optimum outcomes for sustainable family wealth.
Whatever your mission, our team is here to ensure your assets are managed wisely.
Our experience in wealth management, trust administration, retirement plan administration and family office services brings a focused and strategic approach to your financial goals. As one of Michigan’s first privately held and managed trust-only banks, our independence frees us from conflicts of interest and ensures our clients’ well-being is at the center of every decision we make.
Despite our name, you don’t need a trust to work with us. Clients of all types and legal framework rely on us to meet their wants and needs. With approximately 200 team members working from Kalamazoo, Birmingham, Grand Rapids, Traverse City, Bay Harbor and Midland, we adhere to the highest standards of fiduciary excellence while providing customized solutions and highly personal service.
Listen to our Chairman, William D. Johnston, share the pillars of the Greenleaf Trust culture.