Arboretum Wealth & Trust Management Employee Directory
Financial ServicesIllinois, United States2-10 Employees
Arboretum Wealth & Trust Management operates as a full-service, independent trust company in the financial services sector. Located in Lisle, Illinois, it describes itself as a local boutique that prioritizes direct personal client service. The firm brings together credentialed investment professionals with long-tenured trust professionals to provide both investment expertise and fiduciary support, enabling attention to client needs in ways larger institutions may not. Its client base includes individuals and families seeking personalized wealth and trust management throughout life and beyond. The firm emphasizes direct, personal service and avoids call centers and automated responses, and it does not require high asset minimums. The company is based in Lisle, Illinois, and more information is available at awtm.com.