Private Banking & Wealth Insurance
We all strive for Plan A, but it's good to have a Plan B. Smart money is prepared for any financial possibility. Our advisors can help you assess risk and plan accordingly.
Be Prepared for What If
We make it easy for you to safeguard your wealth, minimize estate taxes and provide long-term financial security for your family. We also offer insurance strategies for business owners. We have a comprehensive range of insurance solutions, including:
- Term and permanent life insurance
- Disability insurance
- Long-term care insurance
- Premium finance
- Personal lines
You’ll receive unbiased guidance and insurance strategies tailored to your needs, so you and your loved ones have peace of mind.
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Personalized plan
Work with an experienced financial professional who will take the time to fully understand your financial situation, family dynamics and short- and long-term income and insurance needs. We'll help you determine the amount and type of insurance to suit you best.
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Business protection
If you’re a business owner, you may have additional concerns, such as securing the orderly transfer of an ownership interest to family members. We can also help you keep your company operating after a partner exits the firm, retires or passes away.
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Holistic approach
As part of our comprehensive approach, your financial advisor will collaborate with your team of investment, legal, business and tax advisors to construct the right insurance program for you. And you'll meet regularly with your financial advisor to discuss your financial goals and determine if your insurance strategy needs any adjusting.
Let's Talk
We look forward to helping you protect and manage your wealth. Give us a call, or complete the form and we will contact you.
Private Banking
505-837-4266
Family Office Services
214-525-7696
Fiduciary Services
505-837-4224
Financial Planning
480-596-4343
Investments
480-596-4343
Mineral Management
918-779-6616
Real Estate Services
918-779-6611