The Wealth Management Group at Monroe Bank & Trust
With well over a half century of expertise and experience, the Wealth Management Group at Monroe Bank & Trust offers a highly personalized approach to offering wealth solutions that meet our clients’ unique financial situations and needs.
MBT Wealth Management as seen in Forbes
Personal and Professional Service
We treat our clients like we would want our family to be treated. At MBT we view client service as the reason for our existence. Our goal is to go above our clients' expectations to achieve long-term personal relationships.
Disciplined Investment Management
Our core belief is that proper asset allocation, coupled with proactive management, creates the opportunity for excellent investment performance. Our clients deserve and expect nothing less. As times and markets have changed, MBT has employed increasingly sophisticated portfolio and account management tools to better serve our clients. We are proud of our investment heritage and look forward to sharing our expertise and experience with you.
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