Western Reserve Trust Company Employee Directory

Financial ServicesOhio, United States11-50 Employees

Western Reserve Trust Company is a financial services firm based in Cleveland, Ohio, established as a non-depository bank chartered by the State of Ohio in March 2018 to focus on personal trust business. The company emphasizes a client-centric approach, offering trust and estate services along with a variety of family office services tailored to individual relationships, while coordinating with external investment advisors, large banks, and broker-dealers to provide investment management through partners. Its primary market consists of affluent clients and their families seeking a traditional, relationship-based trustee experience that leverages long-term knowledge of the family and evolving needs over time. Positioned in the Midwest, the firm highlights experienced counsel from veteran trust and estate lawyers and operates within a niche that contrasts with larger, more retail-oriented financial institutions. Located in Cleveland, Western Reserve Trust Company serves clients through a framework that prioritizes personalized service and continuity in fiduciary relationships.

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