Whether you’re building a nest egg, planning for retirement, deciding on insurance or preparing an estate, our Wealth Management team will develop personalized strategies to build, manage and preserve your wealth.
Midland Wealth Management is a team of trusted financial advisors focused on helping individuals, families and business owners address their wealth management goals and wealth transfer wishes, guiding them toward financial solutions specific to their needs.
When you’re looking for a financial advisor, choose someone proven you can trust. Midland has provided exceptional wealth and trust services for over 100 years and manages more than $4 billion in assets under administration (AUA). We’ve grown to over 90 associates across 12 locations and 4 states, each averaging more than 20 years’ experience in the industry. Let us help you invest, preserve and protect your assets.
How accessible are the financial advisors when I need them?
Our team is available by phone, email, and scheduling virtual or in-person meetings. If you have questions, please do not hesitate to reach out. Communication is key in any relationship. We strive to keep you educated, connected and informed. For established accounts, meeting frequency is decided between the client and relationship manager.
Some companies offer a “free” financial plan. Why is yours different?
“Free” financial plans are designed to sell you a product, which can cost you significantly more in future fees. Our group prides itself on our transparent fee structure, providing full and fair disclosure, with never any surprise or hidden fees. With no proprietary offerings, we provide clients unbiased recommendations and advice. We serve in a fiduciary capacity with the client’s best interest in mind at all times.
What’s the difference between trust and investment services?
A trust is a type of ownership structure that allows a third party or trustee to hold title to assets on behalf of a beneficiary or multiple beneficiaries. The trustee administers the trust according to the terms of the governing trust document. Midland can act as your trustee or can assist with the administration of the trust by acting as an agent for the trustee.
In this role, Midland provides investment management services to the trust and holds title to other assets, such as real estate or non-marketable investments. We can also pay bills and transfer funds on behalf of the trust, assist with the preparation of the trust tax return, and perform other administrative duties. Midland provides investment services to individuals, corporations, charities, and IRA accounts.
