Arbor Trust Wealth Advisors

Arbor Trust Wealth Advisors

Financial Services Ann Arbor, Michigan, United States 15 employees
Employees
15
Contacts
3
Emails
3
Phones
3

Arbor Trust Wealth Advisors Overview

Headquarters
Ann Arbor, Michigan, United States
Phone Number
Available in AeroLeads
Website
arbortrust.com
Industry
Financial Services
Employees
15
Founded
2014
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Arbor Trust Wealth Advisors

Arbor Trust Wealth Advisors, LLC is an independent registered investment advisor ("RIA"), based in Ann Arbor, providing financial planning, investment and estate and trust administration services to our clients. As THE trusted Wealth Advisor for each of our clients, Arbor Trust Wealth Advisors brings the best of the financial world to everyday life. The cornerstone of each client relationship is much more than investment advice or personalized service: it is the creation and cultivation of a comprehensive wealth management strategy integrating financial planning, trust and estate planning, investment strategies, risk and liability mitigation, tax strategies, philanthropic endeavors and more. We deliver this independent of outside influence, acting as a fiduciary for our clients by placing their needs above everything else we do. With integrity, honesty and practicality guiding us, we help our clients pursue their dreams and goals with confidence. Arbor Trust is a RIA registered with the U.S. Securities and Exchange Commission and located in the State of Michigan. Arbor Trust provides investment advisory and related services for clients nationally. Arbor Trust will maintain all applicable registration and licenses as required by the various states in which Arbor Trust conducts business, as applicable. Arbor Trust renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Please see http://arbortrust.com/terms-of-use/ for important disclosures.

Arbor Trust Wealth Advisors Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
3
75.0% coverage

Arbor Trust Wealth Advisors Org Chart

Sample employees and titles
Name Title Contact
Greg Tewksbury, Ctp Retired - Higher Education Finance
Email Phone
Jim Winslow Partner, Senior Financial Advisor
Email Phone
Charlie Waterhouse Partner, Senior Financial Advisor
Email Phone
Jennifer Fowler Trust and Estate Specialist at Arbor
View

Employees by Management Level

Individual contributor 5 profiles
Senior / Lead 3 profiles
Executive 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 3 3 2
General 3 3 2

Compare Similar Companies to Arbor Trust Wealth Advisors