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Imagine if you will a return to the days when visiting your bank was a pleasant experience. Where you knew the people you banked with by name and they knew yours, and over time you developed a confidence and trust in those handling your investment and trust accounts. This is what you will experience with First Private Bank & Trust. Whether you are referred to us or we reach out to you, we understand your expectations. If you ask something of us, you can be certain that it will be handled with the same sense of urgency you have. This is dependability, an assurance that we will follow through.
A team of wealth management experts including a relationship manager, investment officer, and account administrator will work closely with you to fully understand your individual or your family’s objectives and then provide sound advice to accomplish them.
You can depend on First Private Bank & Trust to deliver the level of personal service that is the hallmark of our institution. We listen and follow through not only with highly responsive service and confidentiality, but effective strategies for tax planning and wealth building.
First Private Bank & Trust is a member of the Boston Private Wealth Management Group. The Boston Private Wealth Management Group is a special group of affiliated firms that meet stringent standards of excellence and share an uncompromising commitment to quality wealth management solutions. Only firms with demonstrated performance, strong leadership, and a focus on enduring client relationships are selected. Boston Private supports member firms with access to financial capital, intellectual expertise and a peer network to complement their unique strengths.
To learn more, please contact us at info@1stprivate.com. Please allow up to 2 business days for a response.
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| Not FDIC Insured. No Bank Guarantee. May Lose Value. |
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