GreenState Wealth Management is committed to serving our members as well as our communities. Through a goals based approach to planning, our team takes the time to understand each member and provides an experience tailored to their needs.
We focus on what is important to you; your objectives, risk tolerance and goals. We are responsive and constantly alert to new ways to deliver value. We make every effort to meet our clients' needs. We spend quality time identifying and evaluating what our clients really want most. Our customers receive results, benefits, outcomes, advantages, protection and improvement.
Discover how easy it is to do business with us. Let us answer your questions and help you develop and implement a strategy that will allow you to accomplish meaningful things for yourself, your family — even your community or a favorite charitable organization.
GreenState Trust Services is a trade name used by MEMBERS® Trust Company under license from GreenState. Trust services are provided by MEMBERS® Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. This is for informational purposes only and is not intended to provide legal or tax advice regarding your situation. For legal or tax advice, please consult your attorney and/or accountant. Trust products not federally insured, not subject to credit union or affiliate guarantee, and may lose value.