Wealth Management for Women

It's time to be HEARD

At The Private Bank, we believe every strong relationship starts with something simple: listening.  That's why we created HEARD, a wealth management platform for women committed to serving your unique financial needs at every life stage.  Because we hear you, and we're here to help you achieve your version of success.

Lisa Roberts, Wealth Management

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.

 

Lisa Roberts

Head of Private Wealth Management

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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.

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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.

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Perspectives for Women

Explore important financial topics for women based on every life stage

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Ask a question

Do you have a wealth management question for one of our advisors? Submit it here and we’ll have someone from our team get back to you.

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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.

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