This is what 99% client
retention looks like.
Traverse City 231.778.0050 | Bay Harbor 231.439.5016 | greenleaftrust.comWhen 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 $12 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.