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Your Financial Partner for Life


Wealth Planning Services

Whether your future plans depend on growing your wealth, preserving your wealth, passing your business to your beneficiaries, or transferring wealth to children, grandchildren, or favored charities, a wealth plan can help.

Strategic Planning, Thoughtful Recommendations

Wealth Planning is a comprehensive process that helps you and your family identify, prioritize and achieve your specific goals and dreams. And at the center of every wealth plan is our deliberate and thoughtful process that helps ensure the plan is customized to your unique needs. We call this process the LIFE Wealth Cycle through which we Listen, Interpret, Formulate and Evolve with our clients.

The planning process is overseen by a wealth strategist and includes a team of wealth planning professionals, including those with CPA, MBA, JD and CFP designations. Together, your team will guide you through the process and deliver a clear and complete assessment of your current situation and customized recommendations to help you achieve your short- and long-term objectives. We also help you implement your wealth plan with a broad array of wealth management services and solutions.

Two Wealth Planning options to meet your unique needs

Depending upon the complexity of your planning requirements, your wealth management team will recommend one of the following options:

LIFE Map Wealth Planning – This complimentary plan encompasses the foundational components of wealth planning and is appropriate for clients with more straightforward planning needs. With flexible, goal-based tools, a LIFE Map wealth plan will provide you with a roadmap that may include analysis of your assets and liabilities, income and expenses, retirement needs, investments and insurance.

Strategic Wealth Plan – For clients with more complex planning requirements, we also offer a customized, fee-based Strategic Wealth Plan. A Strategic Wealth Plan provides a more in-depth analysis of the components found in a LIFE Map wealth plan, while also addressing more complex planning considerations such as estate, business and legacy planning.

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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