Wealth Management

Goals Based Planning Approach Focused on Outcomes

We look at your whole picture, prioritize what matters most to you and bring structure and focus to help you accomplish your goals.

Large Enough to Matter. Small Enough to Care.

With the depth and breadth of resources of the nation’s 27th largest bank, delivered by your local team of experts.

Personalized Advice and Comprehensive Strategies for You

Your financial life can be complex, we bring tailored strategies that include banking, investment management and trust and estate planning.

PRIVATE WEALTH MANAGEMENT

PREMIER ADVISORY

INVESTING FOR YOU

SPECIFI DIGITAL ADVISOR

Ways To Work With An Advisor

In-Person

Work with a dedicated advisor where it’s convenient for you; our local branch, work or home.

Online

Manage your banking and investment accounts online.

Phone

Phone based advice and access to investment and banking products by a team of fully licensed advisors.