Asset and Wealth Consulting

Plan a Path to Success

As a business owner, you’re never without a strategy. You’ve developed a successful business plan. You know what resources you needed and where to allocate them to help secure the future of your business.

But what about securing the future for yourself and your family?

The Monroe Bank & Trust Wealth Planning and Advisory Team is right here to help you with comprehensive wealth planning and wealth consulting, succession planning, investment consulting, asset consulting, trust services and estate settlement.

Wealth Planning and Advisory

You have money to manage, but do you have a comprehensive plan that ties all the different pieces of your financial life together? That’s the purpose of wealth planning, to bring it all together in one cohesive plan designed to preserve and grow your wealth.

Preserving and growing your wealth starts with taking a deep dive into where your finances are right now, and where you’d like them to be in the coming years.

Your Wealth Planning and Advisory Team will analyze and develop unique, comprehensive strategies designed to maximize your assets.

Succession Planning

Succession planning is about preparing your business for your departure. That event could be either short-term, long-term or permanent. In the broadest sense, it’s about preparing your business for contingencies. That’s why succession planning is a must if you’re self-employed.

It’s all about…

  • Preparing for a short-term departure, like an extended vacation or a short-term illness.
  • Preparing for a long-term absence, as would be the case with an extended illness.
  • Planning for a permanent departure, such as to transfer your business upon your retirement.
  • Whether you want to transfer the business to a family member or sell it to a third party.
  • Seeing to it that your succession plan is updated as your business expands.

Will you be ready? Monroe Bank & Trust can help ease the transition through smart planning. We’ll help you understand and establish a Buy-Sell Agreement, which can help ensure that whoever you hand off your business to is set up for success. You’ve got options – and we’ll help you find the ones that will work best for you and your business.

Trust Services

One of the best ways to protect the future for you and your family is to create a trust. It’s a way of keeping control of the dispersal of your inheritance, even after you’re gone. You can designate how your estate is dispersed, including setting up special plans for your children and grandchildren.

A trust can also ease the burden of estate management and distribution on your heirs. It can even enable you to provide special financial benefits for your spouse, as well as make charitable donations.

Creating a trust is part of the wealth consulting package. Monroe Bank & Trust Wealth Planning and Advisory is one of Michigan’s largest trust asset managers, and we are ready to ensure that your estate is distributed according to your exact specifications.

Investment Consulting

Choosing the right asset mix for your investment portfolio is mission-critical. It’s all about establishing your investment goals, and creating a custom-tailored investment allocation that will provide the right blend of growth and safety.

Monroe Bank & Trust’s investment consulting can begin laying the groundwork for your financial future through strategic planning. You’ll work with a personal Wealth Planning and Advisory Team who is determined to get the best results for you and your family. We’ll gain an in-depth understanding of your goals, then develop a customized, careful, long-term strategy to help you fulfill them.

You’ve got a business to run – and we’ve got wealth consulting covered for you. Let’s work together to build a better future for you and your family.  Explore Wealth Planning and Advisory and set up a consultation today. With an unmatched level of service, expertise and accountability, The Monroe Bank & Trust Wealth Planning and Advisory Team provides a full range of fiduciary and investment services including comprehensive investment management, trust administration and estate settlement.


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