Solutions in Focus
The Long View 2024 Solutions in Focus
You spend the time attaining goals, making memories, and creating a legacy. We help facilitate that by spending our time protecting, preserving and growing your assets. It’s one of the ways we provide you with exceptionally attentive service, adapting to offer the right solutions as your needs change
Our team of wealth managers, portfolio managers, private bankers and wealth advisors will conscientiously work with you to determine your goals and help you achieve them. We deliver expertise across multiple disciplines, ensuring you get the right solutions for your unique needs for generations to come.
SERVICES OF PRIVATE WEALTH
Financial and Estate Planning and Fiduciary Services
- Often overlooked area of personal financial management but one of the most important
- Individual consultations
- Customized strategies and solutions
- Generational approach
- Business succession planning
- If desired, our team will work with your advisors:
- Attorneys
- Accountants
- Other on whom you rely
Investment Management
- After consultation, personal investment policy statements are developed
- Tailored portfolios created to meet client needs and goals
- Fiduciary responsibility maintained
- Diversified equity and fixed income portfolio management available
- Access to portfolio research and management teams
- Fee-based management and disciplined buy and sell philosophy
Corporate Retirement Plan Services
- One of the most important benefits to offer your employees
- Plans available for any size of business
- Can initiate a plan or transfer an existing plan to our experts
- Many types of plans available
- Our team will help you determine the best plan for your business
- Advantages of a retirement plan include:
- Potential employer tax benefits
- Attract/retain quality employees
- Provide secure retirement for employers/employees
Private Banking
- Exclusive banking services for clients
- Personal cash management with preferred depository accounts
- Custom financing, including:
- Lines of credit
- Home equity lines of credit
- Specialized mortgages
- Financing for personal and professional investment
- Tailored lending
