Our firm offers a boutique trust and investment experience. We focus on efficiency in both our company and our investments. We deliver personal, customized service to our clients, including those considered too small by the larger competitors in our market. Your calls and emails will reach the decision makers directly. We have no call trees, phone centers, or administrative hurdles to helping you and answering your questions and needs. Even better, as an employee-owned company, we are beholden to no one but our clients.
Our trust and investment advisors are here to guide clients through volatile financial markets, tax law changes, complex investment options, family issues and estate planning choices. Our goal is to ensure long-term financial security and optimal investment performance for our individual clients, their families, and future beneficiaries.
The management, protection and growth of personal assets are far less challenging with the assistance of a trusted fiduciary advisor. At Arboretum Wealth & Trust Management, we provide professional trust and estate administration, investment management and financial planning services.
We deliver sophisticated, comprehensive financial advice and truly conflict free investment management through an experienced team that smaller competitors are simply unable to match in experience, education and resources.
A Division of GreatBanc Trust Company
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