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Private Banking

Baker Boyer Private Banking provides an uncommon, one-stop connection to help people who have achieved financial success manage their diverse financial needs.

Follow the links below to read the Private Banking story.

• What is Private Banking?
• Is It Right For You?
• Tailored Financing
• Financial Planning
• Financial Tools
• Personal Investment Management
• Baker Boyer Wealth Management
• Our Dedication
• The Next Step

What is Private Banking?

Personal Banking with Baker Boyer Bank has changed the way many people think of banking. Familiar faces that are committed to developing trusted banking relationships make all the difference. Private Banking takes that commitment and one-on-one service to the next level.

You have unique banking needs. Some people rely on multiple financial contacts. Our Private Banking Advisors can bridge the gap between these—whether your needs include financial advice, a review of your insurance requirements, or securing the best loans to fit your next purchase or business venture. When it comes time to sit down at the end of the day, you can rest assured that your Private Banker will have your financial matters neatly, conveniently, and appropriately in line with your specific goals and objectives.

Often we hear that affluent, entrepreneurial clients lack the time, passion, or expertise to meet their ever changing financial profiles. Baker Boyer Bank’s Private Banking Advisors have the time, connections, and resources necessary to exceed the expectations set by these savvy clients. They act as a single point of contact for any financial request. Dedicated advisors are ready to help whenever you need it.

One call to one person. Guiding you to a brighter financial future.™

Is Private Banking Right for You?

Baker Boyer Bank provides an uncommon, one-stop connection to help people who have achieved financial success manage their diverse financial needs. More than growing wealth, Baker Boyer can help protect and preserve wealth to meet today’s needs and your dreams for the future.

Baker Boyer Private Banking means an ongoing relationship with a dedicated advisor and a team of financial professionals committed to your needs. It means tailored financial services to meet your specific and diverse goals. And it means that you can depend on the professionals at Baker Boyer Bank to guide you to a brighter financial future in a whole new way—created just for you.

Private Banking is innovative ideas and tailored wealth management by a trusted advisor. If you think this top-tier program is right for you, please speak with a Personal Banker for more information.

Tailored Financing

Whether you own a home, a business, or both—whether you have a family at home or your children are grown—we understand the diversity of financing your needs. We have customized credit options that help affluent clients build their personal net worth. Flexible payment methods help you meet your cash flow timing differences.

In order to meet your ever-changing needs, our Private Banking Advisors can take the red tape out of borrowing. And we recognize the urgency of getting the job done when you need it.

Financial Planning

In a changing world, having a financial plan is important. We provide a road map with solutions that meet your goals. Our goal is for you to be completely comfortable with your financial plan and have peace of mind that your needs are being managed.

Your Private Banking Advisor assembles the team of experts needed to provide you with the planning solutions encompassing the following:

• Retirement Funding
• Life Insurance Analysis
• Estate Planning Assistance
• Education Funding
• Investments
• Business Succession Planning
• Debt Management
• Ongoing Financial Education

Financial Tools

When you're in a crisis, it's hard to think calmly and clearly about the best course of action. That's why Baker Boyer strongly urges you to do the preparation now, when you have a little more time to think.

Advance preparation for personal emergencies means knowing the names and phone numbers of people to contact, medications and dosages, allergies, medical insurance coverage, daycare providers, children's teachers, veterinarian, etc. Financial emergency preparation includes knowing account information like bank accounts, investment accounts, mortgage, loans and credit cards as well as the right people to call for the situation at hand—financial adviser, insurance agent, lawyer, CPA, etc.

Be prepared for emergencies. Use this Emergency Checklist to prepare all your important information—just in case.

Personal Investment Management

Maintaining and growing your investable assets is your goal and ours. Your Private Banking Team has all of the tools at one stop to meet each of your investment management strategies.

• IRAs*
• Certificates of Deposit*
• Money Market Accounts*
• Individual Securities^†
• Mutual Funds^†
• Full Service Brokerage^†
• Private Investment Management^†
• Insurance^†
• Investment Management and Trust Services

* FDIC insured if obtained through the bank. Not FDIC insured if referred to Investment Management of Wealth Management departments
^† Not FDIC insured. May go down in value. Not financial institution guaranteed. Not a deposit. Not insured by any federal agency.

Wealth Management

From investment management to bill paying to coordination of tax information, Baker Boyer Wealth Management is an excellent source for financial management. Baker Boyer’s Wealth Management help you plan for future needs, including providing expert advice on new investment opportunities.

Wealth Management offers:

• Long-term financial security for your family
• Expertise in wealth preservation and transfer
• Opportunities to maximize estate tax savings
• Financial preservation and security
• Asset control through directing trust objectives.
• Full service brokerage
• A full range of investments (including stocks, bonds, mutual funds, and annuities)

Products and services offered through Wealth Management are invested cash and are not FDIC insured.

Our Dedication

Since 1869, Baker Boyer Bank has put its neighbors and clients first. Whether you have questions about your basic accounts or need investment advice, our Private Banking Service gives you easy access to exactly what you need. With Baker Boyer’s history of over 130 years, our professionals can handle anything from simple account updates and transfers to comprehensive investment, retirement, and estate planning.

Private Banking’s dedicated team approach combines all resources of the bank into one complete package. As our services have grown, our ability to work together to provide those services has also expanded. Private Banking offers a tailored financial package just for you, using all of our skills and financial resources.

Private Banking offers wealth management for all your trust and financing arrangements. We’ve been managing family wealth for generations. Today, as the only independent provider of financial management services in the region, you can rely on us for outstanding service in every aspect of investment portfolio management, trust planning, and personal financial management.

The Next Step

If you’re looking for one stop financial planning, Private Banking could be just the service you need. For a new personal approach to wealth management, please come by or call. Let us help in guiding you to a brighter financial future.™

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