Through Graystone Wealth Management's Private Bank, you have exclusive access to a comprehensive suite of banking services offered through your dedicated private banker.

What is Private Banking?

Private Banking is about providing personalized, individual service to clients who deserve additional attention. It is more than traditional banking; it is about finding innovative options for a client's unique and complex financial objectives. Your relationship manager will make it a priority to thoroughly understand your wealth needs and aspirations, and, in conjunction with our team of highly specialized professionals, develop a customized plan to build, manage, and transfer your wealth.

What are the Advantages of a Private Banking Relationship?

As a busy professional, a private banker can simplify your personal banking. In addition, they can help you in planning for future educational needs, constructing a customized portfolio, and offering strategies for stock options, restricted stock, and concentrated positions. Business owners will appreciate the private banker's expertise in areas of credit, business valuation, tax strategies, and succession planning. Retirees will enjoy peace of mind knowing that their financial objectives are understood and managed by a committed team with proficiency in retirement assets, tax minimization, and wealth transfer.

Focused on all aspects of your wealth structure, a professional relationship manager will serve as your personal liaison to a vast selection of services and resources including:

• Personal Banking
• Customized Credit and Financing Solutions
• Sophisticated Investment Management Solutions
• Comprehensive Private Wealth Planning
• Trust and Estate Administration
• Charitable Gift Planning

With wealth comes responsibility, and you can depend on your private banker to serve as a personal financial concierge, structuring a distinctive plan to protect and preserve your assets that also balances your life and wealth requirements.

NOT A DEPOSIT • NOT FDIC INSURED • NO BANK GUARANTEE • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • MAY LOSE VALUE