Individuals & Families

A real-life approach to your financial life.

We get to know what matters most to you and your family so we can provide custom solutions to help you build, enjoy and protect your wealth.

  • Private Banking
    We provide a full range of banking services, online and mobile banking capabilities, and credit and lending options, with competitive rates, flexible terms and local servicing.

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  • Wealth Planning
    Whether starting a family or starting a business, transferring your wealth or building your legacy, you always have access to our team’s extensive expertise for whatever solutions you need.

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  • Investment Management
    As a fiduciary, we always do what’s best for each client. So you can trust us to construct a customized portfolio based on your specific values, goals and needs — for today and tomorrow. 

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  • Trusts & Estates
    You can rely on the expertise of our trust officers to carry out your wishes, and to ensure the well-being of your loved ones and the causes you care about. 

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Experience our exceptional personal attention for yourself

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844-251-0099

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