Fiduciary Growth Independent RIA with fiduciary duty and comprehensive wealth management offering a potential upsell to custom financial planning, estate and trust services, risk management, tax strategies, and philanthropic planning for high-net-worth clients.

National Reach Based in Michigan but serving clients nationwide, presenting a sales opportunity to cross-sell services to affluent individuals and families relocating or expanding beyond local markets.

Tech Enablement Utilizes a modern tech stack (Salesforce, iCIMS, WordPress, Shopify, Office 365) that supports scalable client onboarding and digital marketing, enabling targeted outreach and efficient client lifecycle management.

Recent Investments Reported involvement in real estate and large-cap equity investments (Invesco Real Estate, Invesco QQQ), suggesting openness to diversified portfolios and potential collaboration with fund managers or targeted product offerings aligned with institutional-grade strategies.

Mid-market Focus Revenue in the $10M–$25M range with 11–50 employees positions Arbor Trust as a growth-focused partner for mid-market families, business owners, and executives seeking independent advisory that can scale with client needs.