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What Makes Us Unique
Holistic Wealth Management United Around You
- Personalized Service with Industry-Leading Resources - With over 60 team members across three primary lines of business – Individuals & Families, Institutional Services and Fiduciary & Trust Services – we provide our clients access to opportunities expected from a global financial institution while delivering the personal service clients expect from their local bank.
- Investment Resources - We offer customized, comprehensive portfolio management.
- The Fiduciary Standard - Your Goals are Our Goals: As a fiduciary in the truest sense of the word, our platform is designed to serve our clients’ best interests and ensures that we are recommending investment strategies best suited for each client.
- Objective Advice - We do not offer proprietary funds, nor do we receive revenue sharing or conduct in soft-dollar arrangements. This means that our clients receive unbiased, conflict-free advice to meet their goals.