A personal approach to preserving
and growing your wealth.
Our tradition of excellence continues
For more than 100 years, we’ve helped our clients preserve and grow wealth. Today, the demands on your time are greater than ever, and your personal banking and investment needs are more complex than ever before.
Clients like you, with investable assets of $1.5 million or more, require the highly personal services of Citizens Private Bank. Whether you are an individual or an institution, your dedicated Private Banker can provide the one-on-one service and expertise you require.
We are focused solely on you and your objectives—meeting with you to advise and adjust your plan as often as you require.
Enjoy benefits designed exclusively for you:
- Your own personal Private Banker to advise and assist you on nearly every aspect of your finances
- Comprehensive investment strategies, including sophisticated asset allocation and equity, fixed income, balanced, and short-term asset management – all delivered by a seasoned investment professional
- Preferred rates on checking, money markets, and CDs
- Flexible borrowing services
- Exclusive checks, credit cards, and debit cards
You can benefit from highly personalized banking products featuring our best relationship rates. As a Private Bank customer, you will also have access to exclusive debit cards and checks, plus receive expedited processing on loans, mortgages, and credit card requests.
Investment Management Services
When it comes to investing, we understand that you have unique priorities, needs, and risk tolerance. Whether it’s setting up a loan or managing your portfolio, our wealth management services are tailored to you and your goals.
You’ve worked hard over your lifetime. You’ve successfully grown your wealth. It’s no surprise that you want to make sure your wealth gets to the right people or organizations. Estate Planning can help you feel comfortable that your plans will be fulfilled.
There may come a time when you may have to assign someone else to manage and protect your assets and safeguard your financial privacy. A trust may be the right strategy to help you delegate this responsibility.
You’ve reaped the rewards of your hard work, and now you want to give back. We can help you explore many ways to donate to the causes that are important to you through charitable contributions, permanent legacies, and foundations.
Experience the difference a
Private Banker can make
We can make managing your finances as effortless as
picking up the phone. To discuss your banking needs
and personal expectations, simply call 1-877-670-5400.