Greenleaf Trust

Greenleaf Trust Financial security from generation to generation.

Greenleaf Trust is a privately held, wealth management firm offering specialized disciplines in asset management, trust and estate administration and retirement plan services. Through our straightforward and uniquely personal goals-based approach, we plan wisely for your financial security from generation to generation.

Greenleaf Trust is proud to support the Dow Championship. We’re grateful to be part of an event that celebrates excellen...
06/24/2026

Greenleaf Trust is proud to support the Dow Championship. We’re grateful to be part of an event that celebrates excellence in athletics while making a meaningful difference in the community. ⛳

Small changes over time can have a bigger impact than we expect.With over 30 years of experience in the financial servic...
06/22/2026

Small changes over time can have a bigger impact than we expect.

With over 30 years of experience in the financial services industry, Suzanne Stepan, CFA®, CFP®, Senior Wealth Management Advisor at Greenleaf Trust, brings a thoughtful approach in this Perspectives article to show how inflation gradually shapes the cost of everyday life and the long term impact it can have on your financial plan.

Suzanne highlights how even subtle shifts can add up over time, reinforcing the importance of planning with intention and staying aligned with your long term goals.

🔗 Stay prepared as inflation evolves. Read the full Perspectives article. https://bit.ly/4eqvoV2

Honoring the fathers and father figures in our lives. 👏Today, we recognize the guidance, support and care they bring to ...
06/21/2026

Honoring the fathers and father figures in our lives. 👏

Today, we recognize the guidance, support and care they bring to their families and our communities.

Today we recognize Juneteenth and the ongoing journey toward freedom and equality.Today is a day to reflect, honor histo...
06/19/2026

Today we recognize Juneteenth and the ongoing journey toward freedom and equality.

Today is a day to reflect, honor history and to continue working toward a more inclusive and equitable future for all.

Join us in welcoming Cheri Bidolli, Adrian Flores and Heidi Long as they join Greenleaf Trust. 👏We’re excited to have th...
06/18/2026

Join us in welcoming Cheri Bidolli, Adrian Flores and Heidi Long as they join Greenleaf Trust. 👏

We’re excited to have them on the team and look forward to the experience, perspective and care they will bring. 💚

👉 Help us welcome them.

For many business owners, tax planning starts too late and costs more than they realize.With more than 25 years of profe...
06/17/2026

For many business owners, tax planning starts too late and costs more than they realize.

With more than 25 years of professional experience serving families and businesses, Thomas A. DeMeester, J.D., Managing Director at Greenleaf Trust, draws on that perspective to share why tax planning for closely held businesses should be more than a year-end conversation.

In this Perspectives article, he highlights how a more coordinated approach can help business owners create clarity, protect cash flow and preserve more of what they’ve worked so hard to build.

🔗 Take a more proactive approach to planning. Read the full Perspectives article. https://bit.ly/4eNeij9

Greenleaf Trust turned into a zoo for our Kalamazoo Pet Party 🐶🐐🐾Our teammates brought their pups, cats and goats for a ...
06/12/2026

Greenleaf Trust turned into a zoo for our Kalamazoo Pet Party 🐶🐐🐾

Our teammates brought their pups, cats and goats for a paws‑itively fun time filled with pup painting and treats.

Proud to support the YMCA of Greater Kalamazoo Annual Golf Classic ⛳Greenleaf Trust is grateful to be part of an event t...
06/11/2026

Proud to support the YMCA of Greater Kalamazoo Annual Golf Classic ⛳

Greenleaf Trust is grateful to be part of an event that brings people together in support of youth development, healthy living and building a stronger community.

After serving client for more than 25 years, Karen McNish's take comes not only from experience but from her long-standi...
06/10/2026

After serving client for more than 25 years, Karen McNish's take comes not only from experience but from her long-standing care for her clients.

In this Perspectives article, Karen A. McNish, J.D., CTFA, Vice President and Senior Trust Relationship Officer at Greenleaf Trust, explores how cognitive decline can impact business owners and why proactive planning is essential to protect operations, relationships and long term value.

🔗 Stay ahead of potential risks and protect your business. Read the full Perspectives article. https://bit.ly/4dY7Lmu

Do these qualities sound like you?At Greenleaf Trust, we are seeking individuals who are committed to excellence, integr...
06/09/2026

Do these qualities sound like you?

At Greenleaf Trust, we are seeking individuals who are committed to excellence, integrity and serving others, while continuously improving to meet our clients’ needs.

🔗 Take the next step in your career. Explore opportunities at Greenleaf Trust. https://bit.ly/4hDOEgk

Address

211 S Rose Street
Kalamazoo, MI
49007

Opening Hours

Monday 8:15am - 5pm
Tuesday 8:15am - 5pm
Wednesday 8:15am - 5pm
Thursday 8:15am - 5pm
Friday 8:15am - 5pm

Telephone

+12693889800

Website

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