Private Banking Services

Our Private Banking Accounts Are Designed for Your Life

Your finances deserve personal attention. Whether you own a business, receive funds from another source, or have a recent financial gain, you want a Private Banking relationship that addresses the complexity of your needs.

Priority Assessment

Make sure your financial portfolio is on track. Together, we assess your goals and priorities and make recommendations for how to best achieve them.

Wealth Action Plan

Using your priority assessment and our team’s recommendations, we collaborate to create a wealth plan, revisiting and revising to ensure your continued financial comfort.

Flexible Account Options

Use any one of our Private Banking account options designed to meet your needs and tailored to your financial priorities.

Personal Financial Representative

Work with a team you know. While you do have a personal financial representative, the entirety of VisionBank is at your service — ready to help you secure your wealth for the long term.

 

You Deserve Customized, Responsive Private Banking

You shouldn’t settle for a 1-800 number, nor should you expect a traditional banking establishment to adequately manage your complex assets and financial concerns to meet your high expectations.

Private Banking with VisionBank provides a superior level of service, designed to address the needs of those with a high net worth and managed by a knowledgeable and compassionate team of financial experts. When it comes to strategizing to maximize your wealth, you need banking that puts your needs first.

 

Meet Our Team