Asset and Wealth Consulting
Plan a Path to Success
As a business owner, you're never without a strategy. You developed a successful business plan. You knew 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?
Explore MBT Wealth Management & Investment Services and set up a consultation today. With an unmatched level of service, expertise and accountability, The MBT Wealth Management Group provides a full range of fiduciary and investment services including comprehensive investment management, trust administration and estate settlement.
Preserving your wealth starts with your personal consultant taking a deep dive into where your finances are right now, and where you'd like them to be in the coming years. Your personal consultant will analyze and develop unique, comprehensive strategies designed to maximize your assets. We'll handle all the heavy lifting, so you're free to concentrate on running your business.
When you decide it's time to step down, MBT 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 and that your business keeps running in accordance with your plans. You've got options, and we'll work directly with you find the ones that work best for both you and the future of your business.
MBT is one of Michigan's largest trust asset managers, and our team is here deliver you unmatched service and expertise. Establishing a trust can offer greater protection for your family and more control of the dispersal of your inheritance. A trust can ease the burden on your heirs, allow you to set up special plans for your children, provide instruction for charitable donations, or designate specific financial assets for a spouse.
MBT combines global resources with local accessibility to offer our clients the sophisticated, strategic investment strategies they need to grow their portfolios. Before investing, your personal portfolio manager will get to know you and your goals, then they'll implement our proprietary investment process to develop a unique portfolio designed to help you get there.
* Investment products are not insured by FDIC or any Federal Government Agency; may lose value, and are not a deposit of or guaranteed by the bank or any bank affiliate.