Invest and plan
Wealth Management
Coordinated planning for households with more complex needs: investments, taxes, estate and family goals reviewed together.
A dedicated advisor
One point of contact who knows your goals and your history.
Integrated planning
Investment, tax and estate topics considered in one conversation.
Family focus
Education funding, care for parents and transferring wealth to the next generation.
At a glance
- Who it is for
- Households with $250,000 or more in investable assets
- How you work with us
- A dedicated advisor and a written plan
- Reviews
- Annual planning review and quarterly performance summaries
- Fee
- A percentage of assets under management, disclosed in writing before you begin
- Trades
- No commissions
- Getting started
- Request a consultation through the Contact page
How we work with you
We begin with a conversation about what matters to you, then build a written plan you can review at any time in online banking.
- Annual planning review
- Quarterly performance summaries
- Access to specialists on request
Transparent pricing
Our fee is a simple percentage of assets under management, disclosed in writing before you begin.
- No commissions on trades
- No hidden platform fees
- Cancel at any time
What a plan covers
Investments, taxes, estate and family goals are considered together.
- Investment allocation and rebalancing
- Retirement income planning
- Education funding and family goals
- Coordination with your attorney or tax professional
Clear pricing
You see how you will be charged before you sign anything.
- A simple percentage of assets under management
- No commissions on trades
- No hidden platform fees
- Cancel at any time
How we work with you
- 1
Request a consultation
Tell us a little about your situation through the Contact page.
- 2
Share your goals
We start with what matters to you, not with products.
- 3
Receive your written plan
Your plan is available in online banking whenever you want to review it.
- 4
Review regularly
Meet at least once a year, and more often when your life changes.
Frequently asked questions
Quick answers about wealth management.
Who is wealth management for?
Do you offer trust services?
How do I start?
Do I need $250,000 to talk to someone?
Can you work with my accountant or attorney?
How do I see my plan?
Ready to get started?
Open an account online in about ten minutes, or talk to us first. You will need your address, date of birth and an email address.