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Committed to You and Your Story

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Your financial goals are personal. We get to know you, your family, lifestyle, and future goals to help you plan for today and years down the road.

When you work with our team of experienced private banking and wealth management advisors, you’ll have confidence knowing decisions are made with your entire financial life in mind.

Take your next step in confidence, as you -

  • Set financial goals for you and your family
  • Prepare for changes in your career or business 
  • Prepare for and transition to retirement
  • Protect your assets and your loved ones

Benefits of Private Banking

As your needs shift and grow more complex, you’ll have a team of advisors dedicated to understanding your financial and personal goals.

Comprehensive View

We approach your finances from multiple angles, so you don’t have to worry about missing a thing. With banking, wealth and insurance advisors on your side, you can be certain every aspect of your financial life is accounted for.

Team of Experts

Together, we will work closely with you to build the right team focused on crafting a plan as unique as you, including outside professionals and advisors from Johnson Financial Group. Count on your team – local community partners –to be here, when and where you need us.

Concierge Service

Simplify managing your money and financial plan when you work with a dedicated team including your private banker who can be your single point of contact for most or all of your financial services.

Tailored Solutions

We go beyond the surface of your finances to uncover a deep understanding of you, your goals and how you can overcome challenges and maximize opportunities. From there, we’ll match you with innovative banking , wealth and insurance solutions that are unique to you.

Our Approach

private banking approach: listen, advise, review

Listen

Committed to understanding your goals.

Advise

Provide advice and solutions for your changing needs.

Review

Ongoing reviews with your team to ensure your plans are on track.

Together, we’ll help you with exclusive solutions.

No matter what financial needs you or your family may have, our team is there for you. From simple to complex, we will work closely with you to provide solid financial advice and innovative solutions to help you achieve your goals.

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Cash Management Solutions

Exclusive private banking accounts designed to help you manage your money and provide easy access to cash.

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Borrowing Solutions

Financing to help strengthen your financial plan with preferred pricing and tailored options designed for you.

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What are your financial priorities?

No matter your situation, your financial success requires careful planning and professional guidance. Together, we’ll create a plan as unique as you.

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Private Banking Credit Cards

Earn valuable rewards, enjoy luxury travel benefits and experience world-class privileges – all at an exceptional value.

Kathy Ciszewski
Kathy Ciszewski, SVP Private Banking, Racine, WI

Your Trusted Partner for Life's Biggest Moments

No matter what financial needs you may have, we're here for you. Our experienced advisors work closely with you to build the right path to help you achieve your goals.

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