Guild Member Salon Show 2021

GREENLEAF TRUST

Guild Member Salon Show

The markets move, and so do we.

There’s no time like the present to brighten the future. When a client’s best interests come first, as they always do at Greenleaf Trust, the future appears brighter. We holistically integrate return on investment with estate planning, trusts, retirement, risk mitigation, tax planning, charitable giving, and so on. Thanks to our culture of honesty and honor, and doing the right thing first, always, we’ve achieved 99% client retention, and excess of $15 billion in assets under advisement. Our clients have a future, and they want it to be bright. To learn more, call John Welch or visit greenleaftrust.com.

On February 1, 2021, Greenleaf Trust will open the doors to our new office at 160 East State Street, Suite 200. Rehabilitating and moving into Traverse City’s old city hall is a pretty big move, even though we’re staying in the same great neighborhood with the same friendly mail carrier. Also staying the same are the familiar faces of your client centric team, email addresses and phone numbers, and our exceedingly high level of personalized service. Parking will be free and convenient. Greenleaf Trust looks forward to welcoming you to 160 East State Street, Suite 200. We think you’ll agree it’s a move in the right direction.

financial security from generation to generation

traverse city bay harbor kalamazoo grand rapids birmingham | greenleaftrust.com

traverse city bay harbor kalamazoo grand rapids birmingham | greenleaftrust.com

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