Legacy Trust, the largest private trust bank headquartered in Grand Rapids, and Highpoint Community Bank based in Hastings, announced that Highpoint Community Bank, will transition their wealth management and trustee services to Legacy Trust. Highpoint Community Bank will continue to provide traditional banking and lending services to their clients. Wealth management and trust services will now be provided by Legacy Trust. As part of the transition, Highpoint Community Bank’s wealth management leader and primary advisor, Jeffrey Steeby, CFP®, ATFA, will join Legacy Trust.
“We’re excited to enter into this relationship and transition with Legacy Trust to strengthen investment services to our customers,” said Mark Kolanowski, President and CEO of Highpoint Community Bank. “Legacy Trust is widely respected for its wealth management expertise, trust services and commitment to local decision-making. Investment strategies are developed by advisors right here in West Michigan, aligning with the personalized service Highpoint Community Bank has always delivered.”
Highpoint Community Bank, originally founded in 1886 as Hastings City Bank, has grown to serve communities across West Michigan, with branches or service centers in Middleville, Caledonia, Nashville, Wayland, Marshall, and Kalamazoo. Highpoint offers a full spectrum of retail bank services from checking and savings accounts, mortgage and personal loan services and business banking needs.
Legacy Trust, established in 2004, recently celebrated its 21st anniversary as a trusted provider of wealth management services in West Michigan. The firm provides investment management, wealth planning, trust and family office services to business owners, corporate leaders, retirees, foundations, and many others in the community.
“Wealth planning and investment management are critical components for families looking to strengthen their financial future,” said Tracey Hornbeck, President and CEO of Legacy Trust. “We’re honored to work with the team at Highpoint Community Bank and we look forward to delivering the same high-quality service to their customers throughout West Michigan.”
With Jeffrey Steeby joining Legacy Trust, a seamless integration of expertise and personalized service is ensured for Highpoint clients. Legacy Trust is the ideal wealth management partner for banks and financial institutions seeking highly specialized investment management solutions as well as trust and family office services. Contact us today to explore how we can create a similar partnership for your clients.