Who We Serve
We are proud to serve individuals and organizations across our footprint, helping them strengthen our communities.
Established in 1964, Chemical Bank Wealth Management is a full-service provider focused on growing, protecting and preserving our clients' wealth through personalized solutions and the highest level of service. Much of our growth and success can be attributed to our dynamic suite of services and experienced team of financial professionals, all working together to provide you with holistic and trusted advice. Our services include: investment management, trust and estate administration, company-sponsored retirement plans and private banking and financial planning.
Good advice is crucial when you are making investment decisions, planning for your retirement or deciding how your assets should pass to your family. Whether you are looking for assistance with your investments, understanding your retirement planning options or want to ensure that your family is taken care of, we are here to help you.
Planning for change is difficult and if there is one thing you can count on in business, it is change. our team understands the unique needs and challenges facing businesses today. From retirement plan solutions to business succession planning, we are here with guidance and resources so you can focus on the success of you business.
For Non-Profits, Foundations and Endowments
Chemical Bank Wealth Management works with foundations and non-profit organizations to provide planning and investing solutions for managing assets. We serve as a guide to our clients in deciphering complex situations and helping to achieve your organization's mission and financial goals. Our experienced team is proud to offer specialized solutions that help our clients grow and continue with their success.
To request a proposal for investment management services, please call 1.800.808.5404.