Arbor Trust Wealth Advisors
Kristi Delongchamp, AIF®, CWS®, currently serves as the Chief Operating Officer at Arbor Trust Wealth Advisors, LLC, a Registered Investment Advisor based in Michigan, starting in December 2023. Prior to this role, Kristi had an extensive career at Axtella, where service spanned from August 2002 to January 2024, holding multiple positions including Senior Vice President of Business Development and Relationship Management, Vice President of Business Development and Relationship Management, and Manager of Firm Development and Licensing. Kristi played a key role in recruiting and onboarding Independent Financial Advisors across the nation while part of the Firm Development team at SPS Family, which includes Sigma Financial Corporation and Parkland Securities. Kristi holds a Bachelor of Arts degree in Hospitality Business from Michigan State University.
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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.