Enrich your financial life.
As a private client, you partner with a front-line financial expert for a full suite of products and services only available to a select few. Our wealth advisors streamline service delivery and facilitate custom solutions fit for your specific financial needs.
In everything we do, we bring our depth of experience, attention to detail, and a multidisciplinary approach to our private clients. Our offerings include, but are not limited to:
- Premium interest rates on high checking balances
- ATM surcharge refunds, up to $20 per month
- Margin loans secured by stock
- Partnership buy-in loans
- Portfolio mortgages
- Premium HELOC rates
- Extra interest rate bump on CDs
- VIP line of credit
- Reduced rates on consumer loans
- Discounted safe deposit box1
1Safe deposit boxes are not FDIC insured.
Connect with a Private Client
Banker to get started.