Find Your Financial Footing, One Step at a Time.
At Key Private Bank, we see ourselves as your guides on a financial journey – a journey that includes the usual twists and turns, and the occasional detour. That’s why we work with you both in-person and through a robust, personalized online portal to develop and track your financial roadmap.
Asking, then listening. That’s how we get to know your needs and financial goals.
Once we understand what matters to you, we’ll develop a comprehensive strategy toward your success.
We’ll touch base with you regularly to ensure your plan is helping you reach your goals.
Building Wealth Takes a Team
Building Wealth Takes a Team
This is a circular graphic listing the various parts of the Key Private Bank Team and how they work with clients.
Outer circle in clockwise order.
- Fiduciary Strategist.
- Wealth Protection Strategist*
- Credit and Mortgage Strategist
- planning Strategist
- Portfolio Strategist
Inner circle in clockwise order
- Relationship Manager
- Client Experience Manager
- Wealth Advisor
At the very center of graphic is a red circle with the label "You" in bold white letters.
Led by your Relationship Manager, a team of specialists will spend time understanding the needs of you and your family, and provide you with tailored advice and a broad array of solutions.
See Your Real Financial Picture, Virtually
Reaching your goals through a personalized, digital roadmap
Key Wealth Direction is a revolutionary financial planning platform that offers qualified clients a secure, online portal featuring a comprehensive, aggregated view of your financial assets. Along with accessing your wealth plan through a personalized website, you’ll have your Key Private Bank team at your fingertips to provide advice and guidance.
The personalized platform features:
- A consolidated view of all your accounts, including those held at other institutions
- Interactive charts and detailed views of your investments
- Tools to track spending
- A secure online vault where you can safely store important documents
Key Private Bank is part of KeyBank National Association (KeyBank). Bank and trust products are provided by KeyBank.
All credit products are subject to credit approval.
Investment products are:
Insurance products are offered through KeyCorp Insurance Agency USA Inc. (KIA). Variable insurance products are securities and are offered through Key Investment Services LLC (KIS), member FINRA/SIPC. KIA and KIS are affiliated with KeyBank.
Insurance products and securities made available through KIA and KIS are:
Insurance products offered through KIA are underwritten by and the obligation of insurance companies that are not affiliated with KeyBank. When you buy insurance, you are dealing with a licensed agency, not KeyBank. Before purchasing an insurance policy, you should compare information obtained from more than two agents. You have the right to obtain insurance from the agent or insurer of your choice and your decision will not in any way affect KeyBank’s credit decision. KIA, KIS and KeyBank are separate entities, and when you buy or sell insurance products and/or securities you are doing business with KIA and/or KIS, and not KeyBank. KIA, KIS and its representatives do not provide tax advice. Individuals should consult their personal tax advisor before making any tax-related investment decisions.
Key Private Bank Wealth Protection Strategists are not fiduciaries. As such, they are compensated based on insurance product sales.