Greenleaf Trust
Financial planner
Closed todayGreenleaf Trust is a privately held, independent wealth management firm and trust-only bank in downtown Grand Rapids, MI. Its office is at 25 Ottawa Ave SW, Suite 110. Although listed in the bank category, the firm describes its focus as wealth management, trust administration, retirement plan services and family office advisory. Its stated approach centers on fiduciary responsibility and personalized financial planning, with the goal of preserving and growing clients’ assets across generations. For those planning a visit to the Grand Rapids, MI office, appointments are recommended. The location lists a wheelchair-accessible entrance, wheelchair-accessible parking and a wheelchair-accessible restroom, as well as restroom access generally. Greenleaf Trust has a Google rating of 4 out of 5 based on four reviews; that small review count offers only a limited picture of client experiences.
