Merchants WealthBuilder

At Merchants Trust Company, our WealthBuilder Advisors always put your best interest ahead of our own. 

We operate under a fiduciary standard of care creating lasting relationships by understanding your unique financial needs and goals. We offer solutions that improve your financial future whether you are building your wealth, preserving it or creating a legacy. 

Financial & Planning Solutions:

  • Individuals, Families, Businesses, Non-Profits
  • IRAS and Investment Management Accounts
  • Accumulating Wealth, Retirement, Inheritance, Relocation, Sale of Business or Property
  • Fiduciary Standard of Care for Over 140 Years
  • Conflict Free Fee-Based Solutions
  • Highest Quality, Personalized Service 

Merchants WealthBuilder Investment Solutions:

A personalized, staged approach to building your wealth. 

  • Exclusive access to a proven investment approach.
  • Unique risk-based series of portfolios constructed utilizing Dimensional Fund Advisors funds.
  • Investment approach derived from Nobel-prize winning economic research. 

Additional Investment Options

As part of our WealthBuilder services, we offer uniquely tailored solutions for individuals who want specific investment strategies. These include:

  • Socially Responsible Investment Portfolios
  • Sustainability Investment Portfolios

For additional information about Merchants WealthBuilder or to set up an appointment, contact Angela Webster, Jessica Amell or Diane Kline. We look forward to serving you. 

Not FDIC Insured, Not A Deposit, No Bank Guaranty, May Lose Value.