Investment management
Invest in your future with a personalized, goals-based portfolio.
The benefits of working with a wealth professional
Partnering with a wealth management professional starts with a conversation about your priorities and goals. What are your immediate needs? What are your financial goals now and in the future? Based on what matters most to you, your wealth management professional will provide guidance and develop a personalized plan that fits your unique needs and situation
As your life changes, your wealth professional will work with you to make adjustments to help keep you on track. You’ll benefit from the latest technology to manage your finances, as well as ongoing insights on markets and investing, along with a range of other topics.
Wealth planning focused on you
Live today as you plan for your future. Our goals-focused approach sheds light on your priorities and creates a personalized financial plan that can help you realize the future you envision.
Create your wealth plan.
When you work with a dedicated financial professional, you’ll have a single point of contact to guide you, backed by a team of specialists. We’ll help you identify and prioritize your goals, and design a plan to work toward them.
We follow four steps in our wealth planning process:
- Engage with you. We identify what’s important to you, including your financial goals and ideal timing.
- Design your plan. With your unique goals in mind we design your wealth plan.
- Implement strategies. Together, we’ll implement strategies to help you work toward your wealth goals.
- Adapt to your needs. We monitor your plan’s performance and make adjustments based on your evolving goals.
Trusts and estates
Planning ahead can help you provide for your loved ones and leave a lasting legacy.
TRUST AND ESTATE CONSIDERATIONS
What type of trust do you need?
Choosing the right type of trust depends on your goal – from transferring assets in a tax-efficient way to structuring charitable giving to administering a plan across generations. Some trusts can be modified after they’re created while others are irrevocable.1 Together with your legal and tax advisors, we’ll help you identify the type of trust that fits your need.
Banking
To support your personal and business needs we offer a range of premier banking products, financing options and benefits.
Customized banking strategies
Your finances may be complex, but your banking relationship shouldn’t be. Your dedicated banker works with you to develop a personalized strategy to manage, preserve and grow your wealth.
To address your unique personal and business objectives, we offer a full range of premier banking products, innovative financing options and exclusive benefits.
By understanding your financial goals and what's important to you, we’ll help you create a banking strategy that complements your overall financial plan.
Secure and convenient account access
You have secure access to your accounts, through a variety of digital channels, backed by our dedicated teams who are always on guard to anticipate, address and help prevent security threats.
- 24/7 account management
- Online and mobile banking
- Bill pay
- Mobile check deposit
- Dedicated service center
- Secure digital monitoring for potential cyber-threats.