We believe that each financial situation is unique and deserves a customized plan, and we work to form close relationships with our clients through our unique team-based approach. Our unique approach, when combined with our full suite of services, allows us to deliver comprehensive solutions in Wealth Planning, Trust and Estates, Investment Management, Private Banking, Risk Management/Insurance, and Mortgage Services. In addition, for your business needs, we offer Commercial Banking solutions for clients seeking Lending, Deposit, Treasury Management, Employee Benefits & Retirement Consulting, Health Savings Account Advisory, and Nonprofit Banking related services. Member FDIC, Equal Housing Lender, NMLS# 477166.