Happy New Year!
All locations will be closed on New Year's Day (January 1) and will resume normal business hours on January 2. As always, online and mobile banking are available 24/7 for your convenience.
We'll help piece together what can often feel like a financial puzzle, guiding you from noise to clarity—side by side.
Our Private Banking1, Wealth & Investment2, and Trust & Estate2 teams work together to help you make sense of the complexities that come with obtaining and maintaining wealth. This holistic approach helps ensure that every strategy is aligned, every plan is personalized, every resource is utilized, and every decision supports both your short-term needs and long-term goals.
We integrate traditional banking, wealth & investment, and trust & estate services into one relationship, reducing the need for multiple providers and eliminating unnecessary stress. This comprehensive approach means fewer moving parts, transparent communication, and strategies that adapt with you as your life evolves. From budgeting and debt management to long-term investing, we provide the tools and expertise to keep you on track—all under one roof.
Private Banking
The Private Banking team provides personalized, custom deposit and lending solutions.
Wealth & Investment Services
The Wealth & Investment Services team is a comprehensive, personalized financial advisory service to help you grow and protect your assets.
Trust & Estate Services
The Trust & Estate Services team protects, preserves, and passes on assets with intention.
Your Wealth Journey Begins with Private Banking
While actively building your wealth, becoming a new client of our private banking services is often the first step in establishing a deeper, more comprehensive financial relationship that is a highly personalized approach to managing your wealth.
With direct access to expert guidance, we're laying the foundation together for a personalized wealth management strategy. At the heart of this service is a dedicated private banking officer who serves as your trusted advisor, specializing in listening to and fully understanding your immediate needs and future goals to reflect your desired lifestyle.
Beyond the tailored private banking experience, you'll gain direct access to an additional network of seasoned experts and exclusive products not available through standard banking channels. This includes wealth and investment, trust, and estate services. This additional access enables you to keep your assets in one place, allowing you to make informed decisions with confidence by leveraging insights and opportunities specifically curated for you.
Managing wealth & investments shouldn’t feel complicated; it should feel empowering.
Our approach, as stated before, is built on clarity, bringing your investments, retirement planning, and financial strategies together in one place.
As your financial needs and goals evolve—from day-to-day banking and lending to long-term planning—our private banking officers transition you into a holistic wealth management experience. This progression brings together investment, trust, and financial planning services under one coordinated strategy, ensuring that every aspect of your financial life is aligned, simplified, and proactively managed.
By aligning your portfolio with your personal goals and values, we help you navigate life’s financial decisions. Whether you’re planning for retirement, managing unique assets, or preparing for future generations, our mission is to simplify complexity and provide peace of mind through proactive, personalized guidance.
Here's Where our Trust Officers Step in—They Help you Translate Today’s Financial Discipline into Tomorrow’s Legacy.
Your financial plan begins with saving, investing, and staying the course—but it doesn’t end there. As you journey through life, your priorities change.
Whether it’s structuring a trust to support future generations, planning for charitable giving, or preparing for life’s transitions, we help your wealth serve a purpose beyond accumulation, ensuring your values outlive you.
As you navigate life transitions, estate planning becomes a crucial consideration. Because estate planning is not a one-size-fits-all exercise, it can become complicated. It’s a personal strategy that reflects your values, your relationships, and your vision for the future. Our role is to help translate your intentions into a clear, well-crafted, living structure, one that protects your assets, minimizes risk, and ensures your legacy is carried out exactly as you intend.
Families grow, businesses evolve, and laws shift; that's why your estate plan should be tailored to your unique circumstances and revisited regularly. No two families are alike, and no two estate plans should be either. It's essential that all nuances, such as blended families, unique assets, or specific values you wish to pass on, are considered.
Whether you want to protect a family business, support a loved one with special needs, or create a philanthropic legacy, our fiduciary duty is to administer your wishes with integrity, impartiality, and care.
We don’t just coordinate, we collaborate.
Our Private Banking, Wealth & Investment, and Trust & Estate teams meet regularly to review your overarching wealth strategy, allowing us to anticipate changes and adjust supporting strategies as needed. When markets shift or life throws a curveball, we’re already in sync, ready to respond with informed guidance. When your advisors work together, your financial future becomes not just manageable, but meaningful.