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Wealth Management
Our Story
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.
Our Story
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.
Insight
GLOBAL RESOURCES & CAPABILITIES -- Our Wealth Management team relies upon our own top performing proprietary investment management process.
Local & Accessible
CONCENTRATED RESOURCES -- Our locally based MBT Wealth Management team is personally and readily accessible to clients.
Fiduciary Services
TRUST -- Not only is providing the highest standard of client care at the forefront of what drives MBT, but by law, serving in a Fiduciary capacity means we act in the best interest of our clients.

WORLD CLASS BANKING WITH A LOCAL ADDRESS.
In today’s uncertain market climate, institutions that endure – thanks to disciplined management and
measured growth – hold tremendous appeal. Since 1942, MBT Wealth Management has grown to over $700 million in
client assets and is the 4th Largest Bank Trust Asset Management provider in Michigan.

THE WEALTH MANAGEMENT and INVESTMENT TEAM

THE WEALTH MANAGEMENT and INVESTMENT TEAM  feature

The Monroe Bank & Trust Wealth Management and Investment Team is comprised of seasoned and credentialed professionals including JDs, MBAs, Chartered Financial Analysts (CFAs), Certified Trust and Financial Advisors (CTFAs) and Certified Retirement Services Professionals (CRSPs).

MEET The team

SERVICES FOR PROFESSIONALS

SERVICES FOR PROFESSIONALS feature

Attorney’s, CPA’s and other professionals know the value of accessible service. Instead of an 800#, clients enjoy a complete team of seasoned experts including a dedicated Portfolio Manager, Administrator and Administrative Assistant - all knowledgeable about their relationship.

LEARN MORE

Learn More About Monroe Bank & Trust

Learn More About Monroe Bank & Trust feature

MBT has a rich history and has grown to be one of the largest community banks in Michigan. Clients enjoy access to a full suite of personal and business solutions and incomparable levels of service. We are proud to remain a locally owned and operated financial institution.

OUR HISTORY

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