1900 Wealth Private Banking

One Bank.
Multiple Solutions.

Many wealth managers and financial advisors fall short of offering an integrated private banking experience. At Jefferson Bank, our Private Banking experts stand apart, catering exclusively to discerning individuals, families, and businesses, to ensure wealth preservation, management, and growth is their topmost priority. As a client of 1900 Wealth, you gain direct access to this unparalleled banking relationship, marked by well-informed, tailored solutions, and exceptional personal service.

Service Sets
Jefferson Bank Apart

Experience the unparalleled convenience of Jefferson Bank’s Private Banking service. Their dedicated bankers seamlessly integrate into your world, adapting to your schedule and even bringing the bank to your doorstep when required. Always just a call or email away, they prioritize your queries and needs, ensuring swift responses and solutions.

By forging a deep understanding of your goals and your family’s financial dynamics, your Private Banker tailors a banking experience that complements and elevates your wealth journey. This includes harmoniously coordinating with your attorneys, accountants, and insurance and investment providers to craft a synchronized financial strategy.

The Private Banking professionals cater to a limited clientele, ensuring that you receive the undivided attention and expertise needed to achieve your financial objectives.

INNOVATIVE SOLUTIONS: INDIVIDUALIZED SERVICE.

What the Jefferson Bank Private Banking Team Offers

PRIVATE BANKING

For some individuals and families, preserving, managing, and growing wealth is the prime objective. The Private Banking professionals at Jefferson Bank are dedicated to meeting your unique, complex financial needs and goals.

Banks

Jefferson Bank’s Private bankers work with your schedule. We will bring the bank to you if necessary. Our team is here for you and is highly accessible via cell phone and email if you have any questions about your financial portfolio. Jefferson Bank’s Private bankers work with your schedule.

Preferences

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.

Goals

Jefferson Bank’s Private Banking professionals serve a select number of clients in order to devote ample time to meeting your financial goals.

Portfolio

Your Private Banker manages your financial portfolio by working with your attorneys, accountants, insurance, and investment providers for comprehensive, coordinated results.