Private banking is an exclusive subset of wealth management. It consists of banking services, lending, discretionary asset management and private one-on-one services offered by a single designated officer. Our clients trust their private banking officer to "run the show", so they can better enjoy life's pleasures while taking a more passive role in their financial affairs.
Employer Sponsored Retirement Plans
401(k) Plans - We incorporate all of the necessary components of managing a 401(k) plan to provide the greatest benefit to both the employer and the employees. While acting as trustee for the plan, we offer complete plan document and design services, provide educational and proactive communications to the plan administrator and participants, oversee the recordkeeping and plan administration, and provide the investment advisory and management services.
It is essential that everyone plans for retirement. Retirement planning is a dynamic process that requires consistent evaluation of needs and resources with the goal of allowing our clients to retain a comfortable lifestyle throughout a very important time in their life. It helps ensure that our clients remain in control of their financial situation and we offer many services to assist with this very important endeavor.