Personal Wealth Advisor

Our Personal Wealth Clients benefit from our all-inclusive approach to asset management and comprehensive financial planning:

  • Securities-based credit & lending for eligible non-qualified accounts.
    • Establish a revolving line of credit through one of our estabished banking relationships.
    • Allows you to access capital by pledging your eligible non-retirement accounts as collateral.
    • Use for any purpose other than purchasing additional stock.
    • No application fee
  • Access to Dedicated Trust Sevices
    • Having a corporate trustee alleviates the burdens that overseeing a trust can place on a family member or loved one.
  • Donor-Advised Funds and Charitable Gifting Strategies
  • Estate Planning