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Financial Planning for Medical Practices

With the busy demands of managing a medical practice, it can be challenging to find time to focus on financial matters. The Private Bank has a team of specialists dedicated to helping medical professionals take care of their business and personal finances with solutions that account for your unique situation and objectives, including:
  • Personalized Relationship Management:  To integrate your professional and personal lives
  • Financing Alternatives:  For equipment, real estate, or practice acquisition
  • Cash Management:  To help ensure efficient collections and controls
  • Portfolio Management and Investment Services:###DISCLAIMER:2_0 UBIS 2 - Investment Management and Brokerage###  Through our investment advisory and brokerage subsidiaries, HighMark Capital Management and UnionBanc Investment Services, trade on your own behalf or utilize an investment manager
We also offer specialized solutions for business owners and corporate executives.
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Financial Advisor
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Trust & Estate Services
Solutions to protect your legacy.
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Jumbo Mortgages
Exclusive options for your primary residence or vacation home.