Our History

A Legacy of Community-Driven Financial Guidance

In 1903, John Weidman purchased a private bank in Mt. Pleasant, Michigan, laying the foundation for what would become Isabella Bank and, eventually, Isabella Wealth. Since 1972, our wealth management team has provided fiduciary investment management, trust services, financial planning, tax strategies, life insurance solutions, and estate planning to clients across Michigan.

For more than a century, Isabella Bank and Isabella Wealth have remained committed to supporting the financial well-being of our clients. Our services continue to evolve with changing needs, but our foundation remains the same: local decision making, trusted relationships, and a steadfast dedication to helping clients make confident financial choices. 

Our Mission

We want to help our clients make their lives more enjoyable and meaningful through smarter financial and retirement planning. Our advisors have extensive experience creating various financial plans to help do just that, all seeking optimized returns with an emphasis on risk management.  

• Our experienced advisors will work with you to clearly define your goals, tolerance for risk, and investment time horizons.  
  
• Based on in-depth discussions with you, our goal is always to help maximize returns while minimizing risk. 
  
• We’re local. So we’re passionate about providing personalized attention and helping our communities continually improve.