Wealth Management

Trust is Everything

In a world of banks too big to care, Merchants Bank & Trust stands apart.  Our Wealth Management team is decidedly different from what you find at big, impersonal firms.  We get to know you on a personal level and are highly attentive to your needs.  We provide an added layer of oversight necessary in these challenging times.

Our Personalized Approach

We offer individualized portfolio management designed with each client’s unique investment objectives, risk tolerance, and tax situation in mind.  Our local, trustworthy team has years of experience in investment management for individuals, families, businesses and charitable organizations.

Clients experience real-time electronic access to their accounts with transparent investment reporting and full cash management capabilities.  We utilize the largest institutional platform in the country for trading, custody, and clearing.

Account Type Offerings

Your customized investment plan can include some of the following account types:

  • Corporate & Small Business
  • 401(k) Plan
  • Pension & Profit Sharing Plans
  • Traditional, Roth & Rollover IRA
  • Simple & SEP IRA
  • Individual and Joint
  • Custodial UTMA & 529 Plan
  • Foundation & Endowment
  • Trust

NOT GUARANTEED BY THE BANK ǀ NOT FDIC INSURED ǀ NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ǀ NOT A DEPOSIT ǀ MAY LOSE VALUE

Laura Gillum
You are leaving the Merchants Bank & Trust web site. This link is provided for your convenience. Please be advised that Merchants Bank and Trust makes no endorsements or recommendations of the web site or its content and disclaims any responsibility for actions or transactions on the site. Also, please be aware that the privacy policy of the linked web site is not that of Merchants Bank and Trust.

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You are leaving the Merchants Bank & Trust web site. This link is provided for your convenience. Please be advised that Merchants Bank and Trust makes no endorsements or recommendations of the web site or its content and disclaims any responsibility for actions or transactions on the site. Also, please be aware that the privacy policy of the linked web site is not that of Merchants Bank and Trust.

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