The Future Belongs to You.
Wealth Planning and Advisory
Your story. It is built from a lifetime of decisions, moments, and interactions. But it’s also built from hard work, sacrifice, and delayed gratification. Monroe Bank & Trust Wealth Planning and Advisory group is here to help. Our experts listen, plan, and walk alongside you on your remarkable journey. We would be honored to be a part of it.
We pride ourselves in always putting you first. Your best interest not only means the highest standard of client care, it also means a Fiduciary Standard, set by law.
Our Wealth Planning and Advisory team relies upon our own top performing proprietary investment management process.
Our client team is comprised of seasoned and credentialed professionals including JDs, MBAs, CFAs, CTFAs and CRSPs. Your locally based client team includes a seasoned administrator and portfolio manager and administrative assistant all personally and readily accessible.
Attorney’s, CPA’s and other professionals know the value of accessible service. We are a corporate trustee that understands our role in supporting the counsel you provide your clients. Learn More.
We provide a full range of fiduciary and investment services including comprehensive investment management, trust administration and estate settlement. Since 1942, Wealth Planning and Advisory has grown to over $700 million in client assets and is the 4th Largest Bank Trust Asset Management provider in Michigan.