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Private Banking

Whether you’re an entrepreneur who needs comprehensive banking and flexible lending, a professional who needs effective strategies, or a retiree with family holding companies, our goal is to help you simplify your banking, grow your wealth, and take more control over your financial future.

The varied and complex lives of our clients require sophisticated financial solutions. That’s why we work with you, your family, and your other professional advisors to provide customized solutions tailored to your needs. The result? A comprehensive plan that frees your time, eliminating your need to manage multiple solutions from a variety of advisors.

Services

  • Wealth Management Solutions
  • Strategic Financial Planning
  • Online Banking & Bill Pay with 24/7 Website Tech Support
  • Competitive Business and Personal Loan Programs
  • Competitive Mortgage Programs
  • Free Evolve Debit Card*
  • Extended Customer Service
  • Competitive Checking & Savings Accounts

*Subject to approval.

Securities

There are various securities offered through our bank. Customers should work with an employee from the bank to determine which investments make the most sense in their situation. Many of the securities are an excellent way to store cash while gaining some interest. As interest rates increase, it is a great time to look at various financial options.

Loans

Evolve Bank & Trust offers our private banking customers an impressive portfolio of lending products. One of the best things about working with our private bankers is that we do not sell clients on a particular loan. Instead, we help our customers choose the best loan for their unique situation.

Need to make a significant purchase? The three most common types of loans are residential mortgages, home equity, and car loans. Our bank offers reasonable interest rates for clients who have a strong credit history.

Asset Management

Asset management services are a proven way for people to make better financial decisions. Some people do not have experience investing or planning for the future. Our private banking department can help with this important area of financial planning. Also, retirement planning is a crucial part of any asset management strategy. We can help you determine the best strategy for your retirement savings.

Our bank also offers other banking services to meet your needs. Our customer service representatives are available day and night, so customers who have questions can receive immediate answers.

At Evolve Bank & Trust, personalized service is a vital focus. We want all of our customers to feel confident about their current financial situation and their financial plans. Our private banking department serves those who have significant assets, such as business owners and retirees, and wish to find the best ways of investing and allocating their funds so they work harder. Contact us today to discuss your private banking needs.