Welcome to HEARD
Women are a growing and unstoppable economic force, building their wealth at a higher rate than ever before. In parallel with this momentum, we are seeing a fundamental shift in how each woman establishes her individual goals and defines her own life stages. Which is why we’ve made a commitment to empowering and educating women when it comes to their financial well-being, ensuring that you have the tools, resources and support to do so successfully. We’re here to guide you and help determine how best to address your unique and distinct financial needs. Our team is committed to your success – however you choose to define it.
Director & Senior Private Wealth Advisor
The Private Bank
Life is a process, so LIFE is our process
At the heart of The Private Bank experience is our deliberate approach where we Listen, Interpret, Formulate and Evolve (LIFE) with you as your life unfolds so you will feel confident that your plan is aligned with your changing needs.
Hear from our experts
We recently hosted a special virtual event titled HEARD: Your Top Wealth Management Questions. During this interactive experience, we delved into the topics most requested by our female clients including considerations for estate planning and wealth transfer, how to raise financially savvy kids, avoiding common retirement planning challenges and understanding long-term care options.
Explore our past events
Recent Perspectives articles
Let's start the conversation
If you’re ready to talk, we’re here to listen. Connect with The Private Bank so we can help you achieve the aspirations that you have for your wealth. No obligation. Just a conversation.