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Your Financial Partner for Life

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Wealth Planning Services

Strategic Planning, Thoughtful Recommendations

Our wealth-planning professionals offer the knowledge, objectivity, and support you need to make the most of your financial resources. When you partner with The Private Bank, you work with a team focused on helping you reach your short- and long-term goals###DISCLAIMER:2_0 PB Wealth Planning###. Our wealth planners collaborate to deliver:
  • Informed, detailed advice acquired from years of collective experience designing and implementing wealth strategies
  • An integrated process based on our four-step LIFE Wealth Cycle that yields a customized strategy designed to address your specific needs
  • An actionable plan and a clear assessment of your financial situation, as well as specific steps for working toward your objectives
  • Customized wealth-planning services to help you address your unique objectives

Access to Smart Solutions

The Private Bank offers you access to a wide range of specialized resources and services, including trust services, investment management###DISCLAIMER:2_0 Investment Management & Brokerage Services###, brokerage services###DISCLAIMER:2_0 Investment Management & Brokerage Services###, and insurance solutions###DISCLAIMER:2_0 Investment Management & Brokerage Services###. No matter what your concern, our team of advisors can help with customized solutions.
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Locate a Relationship Manager
Find a Relationship Manager
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Have Us Contact You

At a time that is convenient for you.

Schedule
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Market Commentary
Market Commentary
HighMark co-CIO's Derek Izuel and David Wines provide their insight on the market.
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Trust Services
Trust & Estate Services
Solutions to protect your legacy.