private banking sERVICES tailored for Physicians and medical professionals

We have experience handling the specific financial needs of healthcare professionals.

Your Private Banker can arrange a host of services to help you thrive during each phase of your career. We can develop customized lending to provide for tuition, capital to start a new practice, or help purchase that special personal reward, such as a custom sports car.

We can arrange other bank services to increase the profit of your practice and the value of your personal assets, and we can even help when you are ready to sell your practice and retire.

 

We offer:

  • Personal concierge banking services: one personal point of contact for all banking needs acts as a conduit to an entire network of financial advisors and partners
  • Private Access Account
  • Portfolio Mortgage Loans with Preferred Rates1
  • PersonaLine of Credit1
  • Residential lot loans1
  • Wealth Management
    – Estate Planning
    – Portfolio Management
    – Trust Administration
  • Investments2 and Financial Planning
  • Business loan services tailored for new medical and dental practices1.

 

 

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1 Loans subject to credit approval. Must meet Private Banking eligibility requirements. Securities and Investment Advisory Services are offered through Investment Professionals Inc, member FINRA and SIPC.