Personal

• Private Banking
• PrivateWealth Services
  • Personal Trust
  • Investment Advisory
  • Custody, Escrow & Tax-Deferred Exchange
• The PrivateWealth Financial Strategies Group
• Lodestar
• Mortgage

Custody, Escrow & Tax-Deferred Exchange Services

We offer a full range of custody services, serve as Escrow Agent for business transactions and legal settlements, and act as Qualified Intermediary for tax-deferred real estate transactions. Clients receive a high level of personal attention, on-line reporting is available, and cash is kept invested at attractive rates.

NOT A DEPOSIT -  NOT INSURED BY THE FDIC OR ANY FEDERAL GOVERNMENT AGENCY - NOT GUARANTEED BY ANY BANK - MAY LOSE VALUE.
For more information, talk to your wealth management advisor.