You may login to your PRIVATE CLIENT SERVICES account by using the link on the left side of every page listed under "Access My Accounts Online." You must know your personal login and password.
We offer our clients the ability to plan for all of their financial needs. We can evaluate your current investment strategy to make sure you are on the right road to financial independence. If you have taken a detour we can present alternatives to get you back in the right direction. We can also provide you with a road map help you obtain long term financial independence.
Features
Planning software for retirement, estate, tax, education, insurance planning.
You will receive personal attention from an experienced and knowledgeable professional who will help you identify your financial needs and provide solutions that meet or exceed your expectations.
Other services including custody and record keeping are available that allow you to consolidate your assets and realize additional cost savings.
Benefits
Peace of mind that comes from knowing where you are and what you need to do to reach your financial goals.
Professional estate and financial management.
Cost savings and consolidation of assets in one location.
We offer investment strategies tailored to match your needs. Strategies range from portfolios made up of the following: cash, equities, fixed income securities, mutual funds, and ETFs - or combinations of all. More sophisticated investments may be appropriate for certain customers. We work with individuals, non-profit organizations, religious organizations, foundations, professional associations, and any business with longer term assets to invest.
Features
Professional portfolio investment management.
Consultative process centered around strategic asset allocation.
Quarterly investment review.
Investments tailored to meet the client’s needs, whether the client is an individual or a business – for profit or non-profit .
Manage tax deferred, taxable or tax-free investments with appropriate consideration given to each.
Benefits
Professional investment management.
Single point of contact for you through an Investment Consultant.
Coordination with your existing advisor relationships – accountants, lawyers, tax advisors.
Not FDIC Insured. Not guaranteed by the Bank. May lose value.
