The man with a (client centric) plan.

Steven Christensen was thinking big and realizing with each passing day that big was not in the interests of his clients. As a private wealth manager for one of the nation’s largest banks, his long-term clients and colleagues were being upended and shuffled aside as a result of decisions made in distant boardrooms. It led him to wonder: Could a smaller, privately held wealth management firm provide the integrity and personal touch that big can’t?

Over lunch with an old friend who had joined Greenleaf Trust, Steven was surprised to hear that Greenleaf was one of Michigan’s first trust-only banks, privately held and set up to remain so in perpetuity. And that our two million dollar liquidity requirement enables us to maintain one of the industry’s best client-to advisor team ratios; that we do not accept remuneration from mutual funds, thereby avoiding conflicts of interest in our recommendations; that our client satisfaction rate is nearly 100%; that approximately eight billion dollars are under our discretionary management; and that year-to-year asset growth has been in double digits for over a decade.

It was music to Steven’s ears. On May 7, he joined our Birmingham team as a wealth management advisor. Utilizing his CTFA credentials, he develops comprehensive, long-term wealth management plans tailored to each client’s specific needs. In brief, he’s helping them achieve financial security from generation to generation. If you’d like to learn more about our client centric approach to wealth management, call us. Music to your ears or otherwise, you’ll like what you hear.

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