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, PCSB Bank and Berkshire Bank, all operating as divisions of Beacon Bank & Trust, 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.

Berkshire Bank offers personalized services and convenient solutions that simplify banking across MA, CT, VT, NY & RI.

* Brookline Bank (NMLS #715671), Bank Rhode Island (NMLS #410623), PCSB Bank (NMLS #504799) and Berkshire Bank (NMLS #715671) are FDIC Insured, Equal Housing Lenders.

For More Information
Tracy L. Welch
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