Services Overview

Welcome to The Private Client Group

Our Private Client Group is composed of tenured professionals in investment management, estate planning, trust administration, financial planning and private banking, all available to help you meet, and exceed, your financial goals. Your Private Client Advisor works with you and your family to develop a strategy that addresses growing financial needs. In conjunction with our investment, banking and fiduciary experts, your Private Client Advisor will coordinate all aspects of your customized strategy.

Our Private Client Advisors draw on a wide range of services and expertise to assist you with developing a comprehensive plan for managing your wealth:

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Financial Planning

Effective financial planning creates a picture of where you stand today, and how to get where you want to be in the future:

  • Our financial planning process reviews all aspects of your financial circumstances and provides in-depth analysis and implementation support to help you reach your defined goals.
  • Questions to ask yourself:
       -Are you meeting your goals?
       -Do you need to plan for future events and goals?
       -Do you desire a customized map to guide you through life's changes?

Trust and Estate Services

A Trust Administrator will administer the trust, estate or guardianship in compliance with your stated desires and applicable law. The Wealth Management Group's staff has the experience and resources necessary to effectively manage the numerous responsibilities involved in acting as a fiduciary. Click here for more information.     [top]

Investment Management

The Wealth Management Group provides a full spectrum of investment management services and products for individuals, trusts, employer-sponsored retirement plans, charitable organizations and privately held businesses. Your relationship manager acts as your advisor during the investment planning process, orchestrating an in-depth analysis of your investment needs and objectives. As these become more clearly defined, your team of investment professionals is assembled and customized solutions are designed to assure that your goals and objectives are met. Click here for more information.     [top]

Private Banking

Dedicated banking professionals work with the Private Client Group relationships to:

  • Ensure that deposit and loan needs are met
  • Provide access to exclusive products and services:
       -Expedited loan servicing
       -First American Bank’s best rates on CD’s and interest bearing accounts     [top]

Tax and Estate Planning

Income taxes and estate taxes can have a major impact on your current wealth and the amount that is transferred to your heirs at your death.

  • Our comprehensive process and resultant recommendations take into consideration the income tax consequences of all investment activity.
  • To protect your wealth, and to ensure it is distributed as you wish, it is vital that your estate plan is reviewed periodically and updated as needed. Our fiduciary professionals can assist you with this process, and provide insight into the options available to maximize your legacy.     [top]

 

Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Guaranteed by any Government Agency Not a Bank Deposit
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