JEFFERSON BANK Private Banking
Innovative Solutions. Individualized Service.
For some individuals and families, preserving, managing, and growing wealth is their prime objective. The Private Banking professionals at Jefferson Bank are dedicated to meeting your unique, complex financial needs and goals.
The Private Bankers at Jefferson Bank are available to you as a client of 1900 Wealth. We are dedicated to meeting the financial needs and goals of individuals, their families, and their businesses. We approach all client relationships with dedication and superior personal service and support.
WHAT THE JEFFERSON BANK PRIVATE BANKING TEAM OFFERS:
- Jefferson Bank’s Private bankers work with your schedule. We will bring the bank to you if necessary. They are here for you and are highly accessible via cell phone and email if you have any questions about your financial portfolio.
- Your Private Banker will develop a relationship with you and your family to understand your financial preferences and make banking what you need it to be for your wealth journey.
- Your Private Banker manages your financial portfolio by working with your attorneys, accountants, and insurance and investment providers for comprehensive, coordinated results.
- Jefferson Bank’s Private Banking professionals serve a select number of clients in order to devote ample time to meeting your financial goals.
WE INVITE YOU TO LEARN MORE ABOUT JEFFERSON BANK’S PRIVATE BANKING SERVICES.
To arrange a personal visit,
please contact us at (210) 736-7770.
