CUSTOM WEALTH MANAGEMENT

SERVICES

Because Glenview Trust is a local, closely-held company with employee ownership, our professionals act and think differently. We are not accountable to a headquarters in a distant city, which allows us to effectively and efficiently accommodate our clients’ unique situations. Because our trust professionals do not sell any proprietary products, we provide customized solutions that are in our client’s best interest – not ours.

 

When planning and mapping your personalized approach, we’ll follow this path:

1

Get to know you
and your family

2

Understand
your goals

3

Create your
customized plan

4

Manage
your assets

5

Keep you informed

6

Enrich your life

We know that effective wealth management is dynamic. No two strategies are the same at Glenview Trust. We offer custom wealth management solutions to fit your individual needs. Whether you are an individual investor, part of a family partnership, business owner, retiree or professional, our trusted experts can provide you with specialized wealth management solutions. Our experts provide a wide array of services, including but not limited to, the following:

 

TRUST & ESTATE
ESTATE
PLANNING
FINANCIAL
PLANNING
INVESTMENTS
CUSTOMIZED WEALTH MANAGEMENT SUPPORT SERVICE