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Your Financial Partner for Life

tcm:9-72363 At The Private Bank you can rely on our team of wealth professionals to understand the intricacies of your financial situation—no matter how complex.

For clients with more complicated planning requirements, we offer a customized fee-based Strategic Wealth Plan that provides a more in-depth analysis of the components found in a LIFE MapSM wealth plan,###DISCLAIMER:2_0 LIFE Map### while also addressing more sophisticated planning considerations such as: The planning process is overseen by a wealth strategist and includes a team of wealth planning professionals, comprised of individuals who have their CPA, MBA, JD, or CFP credentials. 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.

At the center of every LIFE Map wealth plan###DISCLAIMER:2_0 LIFE Map### is our deliberate and disciplined process which helps ensure that the plan is customized to your specific needs. We call this process the LIFE Wealth CycleSM through which we Listen, Interpret, Formulate, and Evolve with our clients.

LIFE Wealth Cycle


Together, we 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
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