Our Approach 

When you partner with our Private Banking team, you’ll get personalized service that comes to you, where and when it’s most convenient. Your private banker is dedicated to managing your finances and working with your attorney, accountant or tax professional to ensure you have a cohesive wealth management plan.

Benefits of Private Banking

Your private banking experience is designed around your personal preferences and financial needs.

Convenience

Simplify managing your money with a dedicated private banker as your single point of contact for most or all of your financial services.

Comprehensive View

Your private banker will look at your day-to-day finances from a big picture perspective to assist with your long-term financing strategies and access to capital.

Preferential Pricing

You’ll benefit from special pricing for private banking services based on your individual needs.

Exclusive Private Banking Solutions

Your private banker will focus on your financial needs with solutions tailored to you.

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Deposit Services

Your checking or money market account can play an important role in helping you manage the cash you need for everyday expenses separately from the funds you've set aside for long-term goals.

Choose an account designed for you, including options for no balance requirements, higher interest rates and adjustable spending and withdrawal limits for your debit card and person-to person payments.

You can also protect yourself from unplanned expenses and emergencies with Overdraft Services.

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Borrowing Solutions

Whether you need financing for you or your business, investment property or a personal aircraft, your private banker will work with you to structure a loan option to help achieve your desired goals.

A credit solution may strengthen your financial plan by helping you:

  • Optimize your cash flow.
  • Increase tax efficiencies.
  • Finance purchases instead of using your cash reserves.
  • Manage investment allocations and reduce portfolio risk.
  • Achieve your estate planning goals.
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Private Banking Mortgage

Your private banking relationship rewards you with exclusive terms and rates on mortgages to buy your dream home, a second home or vacation home.

Your private banker can work with our experienced mortgage loan officers to find an ideal private mortgage option for your next home or investment property.

We can also help you with...

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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.

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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.

Mark Rose
Mark Rose, VP Private Banking, Milwaukee, 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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