As a member of our First Point Private Banking program, you will have a banking “concierge” on call to meet your financial needs. You will be assigned a First Point Private Banker who will be your primary point of contact. With one central contact person focused on your banking and financial goals, we are dedicated to making your financial life easier as well as strategic. When you partner with First Point Private Banking you will be entitled to additional complementary banking services, click here to learn more about First Point Private Banking.
As you accumulate wealth, you are often faced with a unique set of challenges and opportunities. You may be considering developing a financial plan, investment strategies, retirement savings or simply meeting goals. We know the importance of fully understanding your current situation and objectives so we can best support your continued success. Whether it’s short-term growth or long-term planning, we can help you prepare for what’s next. Click here to learn more.
Our comprehensive approach to financial management provides you peace of mind knowing all your financial needs are covered. Whether you are interested in asset management services, wealth transfer strategies, estate settlements or would benefit from complete household management, including bill paying, tax preparation and insurance filing, we offer a full continuum of financial services, customized for you. In addition, we specialize in delivering trust services by serving as executor, trustee, conservator and escrow agent. Click here to learn more.