Building And Preserving Your Wealth

We build lasting relationships with our clients

Relationships defined by highly personalized service and a commitment to your long-term financial success.


 

Build on Trust

Built on Trust

For more than 115 years, our clients have trusted us to manage and protect their money.

Expertise

Expertise

Teams of highly skilled professional CFAs, CFP®s and other specialists offer Wall Street expertise with hometown service.

Holistic Approach

Holistic Approach

We take the time to fully understand all aspects of our clients needs to create comprehensive strategies and plans across their portfolio.

 

A Comprehensive, Disciplined Approach

Wealth management is more than just portfolio advice. It encompasses all aspects of your financial well-being. As a wealth management client, you will experience an entire team of specialized professionals examining your individual needs, preparing customized plans and executing strategies to help you achieve your goals and dreams.

Financial Planning to Achieve Your Goals

Let us work together to develop a comprehensive plan and long-term strategy designed to help you navigate the stages of building, preserving and transferring your wealth.

Banking Services

Respond to opportunities with dedicated attention, expertise and solutions structured to meet your complex financial needs.

Investment Services

Create a customized asset allocation plan with a diverse range of investment products.

Trust & Asset Management

The investment and fiduciary arm of the bank has been serving the needs of affluent individuals, families and institutions for generations. Protect your assets and plan for the future with the appropriate investment strategies and trust instruments.

Institutional Trust Services

Our Institutional Trust Services team was created to serve the needs of corporations, non-profits, government and public entities.  Our financial expertise and wide range of corporate trust, institutional trust and business retirement services make us uniquely qualified to provide customized solutions for your organization.



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Contact a Private Banker