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We bring together a full spectrum of wealth, trust, and banking services designed to give you one trusted resource to help simplify and strengthen your financial life.
Understanding
The WHY of Wealth®
We help wealth creators find a partner that helps them make the most of their wealth through our deep understanding of why it matters to them in the first place.
Customization Is Our Standard
Your financial needs are uniquely yours. That’s why we don’t “bundle” or “package” products. We listen, understand and build solutions appropriate for you.
We Make the Complex Appear Simple
Speed and agility aren’t words you typically associate with a financial services firm, but for us it's just how we operate. That's why clients with complex needs trust us to get it done for them.
Meet April. This is her WHY.
For April Evans, wealth is all about paying it forward. She's spent her career investing in good businesses and most importantly, good people. As her banking partner, our approach is no different.
Our Thinking
Read more of Our Thinking
Given the nature of the legal sector, and the influx of millennial employees into the workplace, law firms must evolve their business models and how they treat law firm employees in order to remain competitive. Here's how law firms can nurture individual talent, improve employee expertise and prevent defections to more engaged and attentive competitors.
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A quick update from Washington regarding the retirement legislation called the SECURE Act, The Setting Every Community Up for Retirement Enhancement Act of 2019.
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State-sponsored 529 college saving plans offer a tax-advantaged way to prepare for the rising costs of education. Starting in 2018, these plans can also be used to pay tuition, up to $10,000 per student per year, for qualified students/beneficiaries attending private K-12 schools.
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How do CFOs of professional services firms ensure millennials possess the financial wherewithal to buy into the partnership when it's time for the next generation to assume the reins?
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