CUSTOM WEALTH
MANAGEMENT

SERVICES

Because Glenview Trust is an independent, 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 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:

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: