Account Logins :

Trust Online Account

Online Banking Accounts

Individuals & Families

Intro

Client Profiles

Our Services

Getting Started

Investment Products:

Not FDIC Insured
No Bank Guaranty
May Lose Value

Mortgage Closing Cost Rebate, click for details >

Individuals & Families—Client Profiles

Merchants Trust has a diverse group of clients in various stages of life and with different sources of personal wealth. Many of our individual clients identify with one or more of the following situations:

Active Lives

Individuals whose busy lives limit their ability to devote sufficient time and attention to their financial affairs welcome the opportunity to delegate day-to-day investment management decisions. We assist with the consolidation of investment accounts and create and manage an overall investment strategy that supports their financial goals.

Change in Lifestyle

For people who are experiencing significant changes in lifestyle, such as retirement or a career change, we evaluate their financial situation and ensure their assets are managed to best support their cash flow and tax management needs.

New Wealth

Those who experience sudden wealth through events such as an inheritance or the sale of their business have unique investment management needs. We help these clients establish long-term goals, develop a diversified investment strategy for their assets, and integrate tax planning, estate planning, and other financial considerations into the relationship.