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Business related services

We have the tools, resources and expertise you need to help build, grow and protect your business or even put a succession plan in place.

Our Approach

As a business owner, you have many unique needs. We understand that. And we understand business. That’s why we offer a large range of services and can develop strategies that may help you with whatever comes your way. For many this starts with access to working capital to manage the day-to day or an overall financial strategy to invest and manage excess cash. As your business grows, we can help you plan for the future and help you protect your company and employees from the unexpected, by working toward safeguarding your business and your family’s future with business continuation and wealth transfer services.

Investing should reflect your short and long-term goals and strengthen both your business and personal financial situations. No matter what business you’re in, you should be getting value from it. We’ll work with you in a time-sensitive manner, knowing that you face competing demands from your business and personal finances.


Cash management services

Manage your daily, short and long-term business cash flow needs.

Lending solutions2

Customized loans can help you grow your business, finance new or existing property or address emergency financing needs through Bank of America.

Retirement planning

Setup retirement plans for yourself, your family and your employees.

Trusts and estates

Develop solutions based on your wishes for your business and heirs, including wealth transfer strategies.

Investment strategies1

A comprehensive plan can help you build a balanced portfolio and utilize hedging strategies that are in your best interest.

Succession planning

Whether building your business through acquisition, selling a division or exiting by selling it to a third party, we can provide succession planning strategies through our merger-and-acquisition referrals.

A private wealth advisor can help you learn more.

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