Products & Services
Private Banking — In Partnership with Our Wealth Management Division
At the heart of your financial success is the ability to seamlessly connect the way you invest, borrow, and manage liquidity. Our Private Banking services are designed exclusively for clients of our Wealth Management division, delivering a highly personalized banking experience aligned with your broader wealth strategy.
Through this integrated approach, you gain direct access to a dedicated team who understands both sides of your balance sheet and works in lockstep with your Wealth Advisor. Together, we tailor solutions that not only address today's priorities, but also position you for long-term success.
Our Private Banking capabilities include:
- Bespoke Credit Solution: Thoughtfully structured lending strategies for both personal and business needs, with competitive terms and flexibility
- Liquidity & Cash Management: Optimized deposit, sweep, and cash flow solutions designed to maximize efficiency without sacrificing access
- Specialized Financing: Expertise in complex lending, including portfolio-backed lines of credit, and customized lending arrangements
- Exclusive Access: Preferential rates, concierge-level service, and priority access to select opportunities available only to our Private Banking clients
One Relationship. Unlimited Possibilities.
By housing your wealth management and banking relationships under one roof, we're able to deliver a cohesive, proactive strategy that adapts as your life and goals evolve—so your money is always working as hard as you do.
Connect with your Wealth Advisor for an Introduction to one of our Select Bankers
John Chavez, CFP®
Chief Executive Officer
Bobby Campbell
President