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Private Wealth Management

With more than 100 years of experience, we’re here to help you with your private banking, financial planning, investment management and trust & estate planning needs.

Questions? Ask a Citizen.

Questions? Ask a Citizen.

Your Private Wealth Management team is committed to providing you with personal and relevant advice. We bring expertise and leadership to help you manage your full financial needs, from private banking (cash management, deposits, and loans), financial planning and investment management to trusts and estate, so you can feel secure about your financial future. Our approach to managing your wealth is consistently applied across all our clients, which include individuals, families, executives, business owners, nonprofit organizations, family offices, and corporate retirement plans.

Call us at 1-877-670-5400. We're here for you no matter where you are—24 hours a day, 7 days a week.

Disciplined Goals-Based Approach to Help Simplify Life’s Financial Complexities

Your Private Wealth Management team understands the impact finances have on you, your family or organization’s well-being. That is why we use a disciplined 5-step, goals-based wealth management approach to understand the purpose of your wealth.

  1. Get to know you and your family
  2. Develop an understanding of your goals and what matters to you
  3. Design a plan just for you
  4. Align investments to your vision, values & goals
  5. Keep you informed and update your plan as needed

Ways we can help our Private Clients:

  • Private Banking
  • Financial Planning
  • Investment Management
  • Trust & Estate

 

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