Approach and Services

Wealth management that's tailored to your goals.

Everything we do is focused on you. We'll work with you to personalize a wealth management strategy that fits your short- and long-term needs. Our solutions are centered on a complete financial journey where you're involved every step of the way.

Image of developing a wealth management strategy includes Determine Investment Objectives, Develop Investment Policy, Identify Suitable Investments, Implement Investment Plan, and Manage and Review Results.

Your portfolio will be built with an investment strategy consistent with your goals and objectives.


Image of investment strategy attributes includes asset allocation, cash flow, global approach, tax-planning, security selection, and risk tolerance.

Trust and estate planning that fits your vision for the future.

Preserving and transitioning your wealth are important ways to provide for the people and causes you care about the most. You've spent a lifetime building your assets. A trust can help you manage how you direct those assets during your working career, retirement, and after your passing. Your trust can be utilized in various ways, such as:

Image of example ways trust can be utilized includes charitable donations, funding a child’s education, or financial gifting to your family.

Navigating the wealth planning landscape can be complicated and time consuming. We can help. We'll guide you through the process of estate reviews, financial planning, and wealth transfer so you can focus on what matters most.


Image of wealth planning areas includes estate settlement, successor trustee, long-term care planning, executor services, pension review, property management, and insurance review.

Wealth Management tools and resources:

We offer several ways to monitor your portfolio, anytime, anywhere through the Global Wealth platform.

Key benefits:

  • Robust portfolio summaries and charts
  • Convenient access to paperless statements
  • Secure biometrics in mobile and multi-factor login


Download the Global Wealth user guide.

Want to enroll in Global Wealth? Contact us to learn more.

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American Banker named us 31st best bank to work for out of 6,000 U.S. banks in 2017.

American Banker named us 31st best bank to work for out of 6,000 U.S. banks in 2017