Tri Star Trust Bank

At Tri-Star, we're more than just a financial firm - we're a group of dedicated professionals committed to making a positive impact on our clients' lives and our local communities. Since our inception in 2000, we've been driven by a higher purpose to provide exceptional wealth management, financial planning, and investment services that help our clients achieve their goals and secure their futures.

Our Philosophy

We believe in the power of conscious capitalism, where business and philanthropy come together to create a better world. That's why we've made giving back to our communities a top priority. Through our charitable foundation, Tri-Star Charitable Foundation, we support local initiatives and organizations that make a real difference in people's lives.

Our Services

We offer a comprehensive range of services designed to help individuals, businesses, and non-profits achieve financial success and security. Our services include:

• Wealth Management: Tailored investment strategies to help you achieve your long-term goals.
• Financial Planning: Personalized planning to help you manage your finances, reduce debt, and build wealth.
• 401(k) Solutions: Customized retirement plans for businesses and non-profits.
• Trust Administration: Expert guidance on trust administration and management.
• Michigan Chamber 401(k) MiMEP: A unique retirement plan solution for Michigan businesses.

Our Team

Our team of experienced financial advisors, investment professionals, and support staff are dedicated to providing exceptional service and guidance to our clients. We're committed to building long-term relationships, listening to your needs, and providing tailored solutions that meet your unique goals and objectives.

Why Choose Tri-Star?

We're different because you are, too. We believe in taking the time to understand your unique situation, goals, and aspirations. We're here to help you navigate life's changes, make informed financial decisions, and achieve peace of mind.