Arboretum Wealth & Trust Management (AWTM), the personal trust and investment division of long-standing Lisle business GreatBanc Trust Company, partnered with the Lisle Chamber of Commerce and Chamber 630 for a ribbon cutting. The ceremony marked the debut of the newly-branded personal trust and wealth management division.
Arboretum Wealth & Trust Management is a full-service trust and professional fiduciary investment department providing trustee, executor, investment management, custodial and guardianship services. Bill Hardesty, Managing Director and Senior Trust Officer proclaimed: “We are proud to announce that we provide the people of DuPage County with honest, compassionate, and personalized fiduciary services. This ribbon cutting marks our introduction of Arboretum Wealth & Trust Management to the public. Our people have been serving locally for over 20 years, and it is time everyone met us.” Dave Richter, Managing Director and Senior Portfolio Manager added: “Interestingly, our AWTM (pronounced ‘autumn’) initials paired perfectly with our ribbon-cutting occurring on the Autumnal Equinox. Our mission is to nurture, protect and grow your wealth, and harvest the fruits for you and yours. Because we are a team of seasoned fiduciaries, Arboretum Wealth & Trust Management is uniquely positioned to provide clients with direct personal service, tailored to specifically crafted goals, without the impersonal call-centers or digital phone menus. We are a boutique shop like none other. We are local, our roots are local and our reach is national. We love what we do for people; it’s really satisfying work.”
Arboretum Wealth & Trust is a division of GreatBanc Trust Company and is an employee-owned company. Contact Michelle Hall, Trust Administrator (mhall@awtm.com) or by phone @ 630-810-4535 for more information.
