Private Banking

Specialized Expertise for Complex Needs

While an incredible blessing, personal wealth can also present unique challenges.

Some situations require a delicate touch that are best handled by private banking experts who specialize in solutions such as:

  • Portfolio secured lending
  • Mortgages
  • Home equity lines of credit

Affiliates

Through our affiliates Brookline Bank, Bank Rhode Island, and PCSB Bank, we offer our clients dedicated private banking resources that can help address virtually any financial matter.

Brookline Bank has built a legacy of consistent financial strength, trust, and financial services geared to helping individuals and businesses manage their finances.

Bank Rhode Island is committed to helping clients reach their goals with a personalized style of banking, financial expertise, and an array of personal, business, commercial and investment services.

PCSB Bank has remained steadfastly true to its original charter as a bank for local businesses and hard-working families in New York’s Lower Hudson Valley.

For More Information
Tracy L. Welch
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