Arbor Trust Wealth Advisors
Charlie Waterhouse is an accomplished financial professional with extensive experience in wealth management and investment advisory roles. Currently serving as a Partner and Senior Financial Advisor at Arbor Trust Wealth Advisors since August 2014, Waterhouse focuses on helping clients achieve their financial goals through personalized services and sound investment solutions. Prior to this position, Waterhouse held senior roles at United Bank & Trust and Huntington National Bank, directing investment strategies and managing significant financial portfolios. With a professional foundation that includes leadership positions at several financial institutions, Waterhouse has developed a comprehensive skill set in investment management, financial reporting, and regulatory compliance, complemented by a Bachelor’s degree in Accounting and Economics from the University of Michigan.
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Arbor Trust Wealth Advisors
Arbor Trust Wealth Advisors, LLC is an independent registered investment advisor ("RIA"), based in Ann Arbor, providing financial planning, investment and estate and trust administration services to our clients. As THE trusted Wealth Advisor for each of our clients, Arbor Trust Wealth Advisors brings the best of the financial world to everyday life. The cornerstone of each client relationship is much more than investment advice or personalized service: it is the creation and cultivation of a comprehensive wealth management strategy integrating financial planning, trust and estate planning, investment strategies, risk and liability mitigation, tax strategies, philanthropic endeavors and more. We deliver this independent of outside influence, acting as a fiduciary for our clients by placing their needs above everything else we do. With integrity, honesty and practicality guiding us, we help our clients pursue their dreams and goals with confidence. Arbor Trust is a RIA registered with the U.S. Securities and Exchange Commission and located in the State of Michigan. Arbor Trust provides investment advisory and related services for clients nationally. Arbor Trust will maintain all applicable registration and licenses as required by the various states in which Arbor Trust conducts business, as applicable. Arbor Trust renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Please see http://arbortrust.com/terms-of-use/ for important disclosures.