More than ever before, complex financial situations require special attention.

As a Wealth Management client, you’ll receive that attention from a skilled banker who will marshal and coordinate resources on your behalf. We help you leverage your assets to improve liquidity, facilitate asset acquisition, respond to investment opportunities and maximize cash flow.

Exceptional service. Preferred solutions.

Whether it’s for you, your family, or a private foundation or trust, our private bankers will work with you to customize financial solutions that go beyond your basic banking and lending needs.


Private Bankers

Experienced, local private bankers committed to you and your goals.


Dedicated Team

Dedicated team of financial specialists in retirement planning, investment management and trust and estate planning.

Money lending

Personalized Service

Personalized service for individuals, families, businesses, trusts and foundations.

Credit Capabilities

Using the power of credit to achieve your financial goals can be an important part of a wealth management strategy. From your simplest needs to the most sophisticated challenges, we have the financial solution to help you get there.

  • Investment secured revolving line of credit
  • Residential real estate financing
    • Mortgages
    • Equity lines of credit 
  • Personal lines of credit and term loans
  • Credit card services

Banking Services

From the routine to the complex, your private banker will provide you with the time and attention you deserve.

  • Private Banking Checking Program
    • Tiered preferred interest rates
    • Unlimited ATM surcharge rebates
    • No monthly fees
    • Secure online and mobile access
    • Additional benefits including notary and medallion guarantees and unlimited wire transfers
  • Personal Money Market Account
    • Tiered preferred interest rates
    • No paper statement fees

We turn goals into action plans.

We’ll develop a plan that meets your needs, regardless of how simple or complex they may be. Start planning, today. Simply send an email to connect with the Wealth Management Team.