Wealth Management and Private Banking BBJ

Wealth Management and Private Banking for your Evolving Financial Needs

Investment Management

Always in your best interest.

Trust & Estates

Helping to ensuring your wishes for your wealth and legacy are fulfilled.

Financial Planning

Charting a course to help build, protect and transfer your wealth.

Personal Private Banking

Serving individuals, families and next generation.

Business Private Banking

Working closely with partnerships, professional services, escrow agents, venture capital & private equity, captive insurance and growing businesses, including non-profits, family-owned businesses, and foundations.

Retirement Plan Advisory Services

We strive to deliver ERISA plans with competitively priced cost administration, best-in-class investment management, and strong employee financial education.

The Synergies of Private Banking and Wealth Management

In today’s economy marked by rapid technological advances and a wide array of investment management solutions, high-net-worth individuals and families are increasingly looking for an integrated approach to managing their assets and banking. Clients often prefer a one-stop-shop, pairing their wealth management and private banking teams for advice on holistic planning strategies and proactive services in support of their financial needs and goals. Our unified approach goes beyond investment strategy to include thoughtful personalized banking, succession strategies, risk management, and legacy planning—all designed to help protect and grow your wealth for the future.