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Greenleaf Trust
Financial Services
Kalamazoo, MI 4,041 followers
Financial Security from Generation to Generation.
About us
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 Our independence eliminates the possibility of your interests being superseded by the policies of some faraway corporate office, and you will never have to worry about the impact a merger or buyout could have on your account.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
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Kalamazoo, MI
- Type
- Privately Held
- Founded
- 1998
- Specialties
- 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
Locations
Employees at Greenleaf Trust
Updates
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Every person coming into retirement has struggled with the shift in mindset from work income to income from retirement assets. Senior Wealth Management Advisor, Sandy Leestma, discusses withdrawal strategies to help maximize income and minimize taxes throughout retirement: https://lnkd.in/grXeCSJv
All From One or Some From All - Greenleaf Trust
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Athletes work incredibly hard to achieve their dreams, and their financial success should reflect that dedication. Here are important considerations for athletes as they navigate NIL and professional opportunities: https://lnkd.in/givCpaur
Next Gen Athletes: Ensuring Your Money Works for You and Lasts for Generations - Greenleaf Trust
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The first half of 2024 continued the positive momentum seen in 2023 across financial markets. The likelihood of a recession has diminished compared to a year ago. Chief Investment Officer, Nicholas Juhle, discusses in this month's newsletter: https://lnkd.in/g-kEHat2
2024 Mid-Year Update - Greenleaf Trust
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Greenleaf Trust is structured to remain a privately held, trust-only bank in perpetuity. This eliminates the possibility of an acquisition or merger. President and CEO, Michael Odar, discusses the importance of our independence in this month's newsletter: https://lnkd.in/gqbxy-PP
Celebrating the Importance of Independence - Greenleaf Trust
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Today marks 26 years since Greenleaf Trust began our mission to ensure financial security for generations to come. Here's to many more years of building lasting legacies! #GreenleafTrust #Anniversary #FinancialSecurity
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By many measures, the U.S. economy is thriving, unemployment is near historic lows, economic growth remains solid despite high interest rates, and the stock market continues to reach all-time highs. Participant Services Coordinator, Robenson Jean-Baptiste discusses how inflation alters perceptions in our recent edition of Perspectives: https://lnkd.in/gh-vtWmY
Inflation Alters Perceptions: How Americans View the Economy and Retirement - Greenleaf Trust
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Asset allocation is the primary driver of long-term investment performance. So, what exactly is asset allocation? Wealth Management Advisor, Steve Davis, discusses in this month's newsletter: https://lnkd.in/gJXMPa6z
The Key to Long-Term Gains: Smart Asset Allocation Explained - Greenleaf Trust
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