Midland Wealth Management

A trust is a type of ownership structure that allows a third party or trustee to hold title to assets on behalf of a beneficiary or multiple beneficiaries. The trustee administers the trust according to the terms of the governing trust document. Midland can act as your trustee or can assist with the administration of the trust by acting as an agent for the trustee. In this role, Midland provides investment management services to the trust and holds title to other assets, such as real estate or non-marketable investments. We can also pay bills and transfer funds on behalf of the trust, assist with the preparation of the trust tax return, and perform other administrative duties. Midland provides investment services to individuals, corporations, charities, and IRA accounts.

“Free” financial plans are designed to sell you a product, which can cost you significantly more in future fees. Our group prides itself on our transparent fee structure, providing full and fair disclosure, with never any surprise or hidden fees. With no proprietary offerings, we provide clients unbiased recommendations and advice. We serve in a fiduciary capacity with the client’s best interest in mind at all times.

Our team is available by phone, email, and scheduling virtual or in-person meetings. If you have questions, please do not hesitate to reach out. Communication is key in any relationship. We strive to keep you educated, connected and informed. For established accounts, meeting frequency is decided between the client and relationship manager.