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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.

Our Commitment To You

Your Private Wealth Management team is committed to providing attentive personalized service and relevant advice. We bring compassion, care, expertise and leadership to help manage your full financial needs, from private banking, to financial planning and investment management, to trusts and estates— to ensure your future financial security.

We use a consistent approach to manage wealth for all our clients, which include individuals, families, executives, business owners, nonprofit organizations with $1 million or more in assets.

What We Believe

  1. A fiduciary level of care is essential
  2. Communication should be transparent & clear
  3. Every investor needs a plan with a purpose
  4. Diversify investments to manage risk
  5. Taxes and fees matter
  6. Focus on outcomes, not the noise
  7. Secure your basic standard of living

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. Define your goals and clarify what matters to you
  3. Evaluate current & future scenarios
  4. Align portfolios to your goals
  5. Track your progress and revise as needed

Comprehensive Wealth Management Solutions

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

 

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