This is what 99% client retention looks like.
When a wealth management firm has 99% client retention—as Greenleaf Trust does—you have the time to earn your clients’ trust. And to learn their needs and desires, and what they want their wealth to ultimately enable. Greenleaf Trust integrates ROI strategically with tax planning, risk mitigation, cash flow, retirement, estate planning, trusts, and charitable giving, all the while putting our clients’ best interests at the center of every decision. It’s the reason we have a 20+ year history of fiduciary excellence and have grown to over $16 billion in assets under advisement—and why clients stay with us. Call us with your questions; you’ll like our answers. Client relationships begin at $2 million.
211 South Rose Street, Kalamazoo, MI 49007 269.388.9800 greenleaftrust.com 6 | ENCORE AUGUST 2021