Private Client Services

Our Wealth Advisors help clients achieve their financial goals through personal financial planning and advice.

​​Comprehensive Planning

For affluent families with numerous challenges and objectives, the importance of a comprehensive approach to financial management is critical. Your dedicated team will collaborate with internal and external professionals to provide counsel and strategic advice in several areas, including:

  • Tax and accounting
  • Insurance coverage
  • Estate planning
  • Retirement strategies
  • Charitable gift
  • Legal issues

Understanding Your Objectives

What are your Priorities?
Our comprehensive approach to financial planning is the cornerstone of effective wealth management. We strive to gain an intimate understanding of your needs, your aspirations and your concerns. Your Wealth Advisor coordinates a team of on-site financial specialists that will collaborate to synthesize a plan to meet your unique situation. We help by creating a plan that will uncover and qualify your goals, inventory your current resources, and create a roadmap of solutions to achieve your goal.


Insurance Services

Insurance can play a useful role in an effective financial plan, including:

  • Protect dependents from the financial difficulties caused by your incapacity or premature death
  • Act as a tool for estate planning and/or retirement funding

While developing your financial plan, your Private Client Wealth Advisor will:

  • Evaluate the performance of your existing policies
  • Advise you on the adequacy of your current coverage
  • Recommend alternatives that are focused entirely on your needs

Trust Services

Investment Management


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​Hear from our experts through e-newsletters and our other publications.

Investment Insight Newsletter

Bankers Trust Annual Report
LEAD Magazine

Note: Non-Deposit Investment Services are not insured by FDIC or any government agency and are not bank guaranteed. They are not deposits and may lose value.