Associated Bank Private Wealth: Delivering world-class solutions, locally.

Our private wealth professionals will:

• Put you first. We act in your best interests and adhere to the highest standards of service, integrity and accountability.
• Listen carefully. We will learn about you, your family, your profession and your financial objectives. We will craft strategies based on your time horizons and your specific risk concerns.
• Anticipate your needs. Once we fully understand your overall goals and objectives, we will look for the most effective ways to help you achieve them.
• Empower you with choice. Your private wealth relationship manager will consult with a specialized team of professionals to deliver strategies and scenarios designed to meet your goals.
• Deliver world-class solutions, locally. The size and structure of our organization provides you access to a broad range of solutions while maintaining a local, hands-on service model that delivers highly responsive, personalized service.
• Remain engaged. Your local team of professionals will work to build a strong relationship, meeting with you regularly to review your strategies and remaining in tune with your changing goals and lifestyle.

Achieving your goals

We view each client as an individual with many interrelated—and often changing—financial needs and goals. As such, we take a hands-on approach to help you simplify your life and manage your risks so you can focus on making your life as successful as possible.

Getting to know you

You’ll work closely with your local Private Banking team who will take the time to understand:

• Your goals and expectations for your wealth—everything from college funding, to launching or purchasing a business, to enjoying a secure retirement or supporting a charity.
• Your current financial situation including your net worth, income sources, tax liability and asset mix.
• Your tolerance for risk.

Developing your plan

Only after carefully listening and asking the right questions do we go to work to create a personalized plan that illustrates where you are today and where you want to be tomorrow. Our comprehensive recommendation incorporates each component of your wealth:

• Liquidity and cash flow needs
• Investment objectives
• Tax efficiencies
• Estate and legacy strategies
• Risk protection

Tracking your progress

As time goes on, your Private Wealth team will regularly meet with you, at your convenience, to make sure your strategies continue to support your goals. And if you ever have questions or want to discuss any aspect of your plan, you can count on your locally based team to respond quickly and thoroughly.

Our customized solutions address a range of scenarios

At Associated Bank Private Wealth, our professionals are well-versed in all stages and aspects of wealth. Whether you’re in the first years of accumulating wealth, seeing your hard work begin to deliver financial rewards, or getting ready to retire, pass wealth to succeeding generations or simply enjoy your prosperity, we have practical solutions to meet each need or opportunity.

Private Banking

An effective personal money management strategy uses deposit and credit solutions to make the most of your assets. When you work with a Private Banker, we’ll analyze your liquidity and cash-flow requirements and your credit needs. We’ll structure an individualized strategy to maximize your financial position and help ensure you’re positioned to act on opportunities as they arise.

Credit and lending solutions. We offer a comprehensive suite of financing solutions, including personal and specialty lines of credit, enhanced mortgage alternatives and home equity loans and lines of credit. We also provide partnership loans and other specialized solutions for medical, law and accounting professionals.

Deposit solutions. We have a full range of customized cash-management solutions, including checking, money market and sweep accounts. We also offer state-of-the-art digital banking services.

A key aspect of our service structure relies on the expertise and teamwork of specialists. Your team of specialists is led by your Private Banker—your single point of contact—who is accountable for every aspect of your financial plan and strategy.  As such, expect your Private Banker to connect you with other professionals including portfolio managers, personal trust managers, financial advisors, commercial bankers, mortgage bankers and more.

Put our expertise to work for you.

When you work with an Associated Bank Private Wealth Relationship Manager, you’ll have local access to our experienced financial professionals and a full array of solutions—and the benefit of an organization that’s been helping individuals and businesses achieve their financial goals for more than 160 years.

Find your local Private Banker today!