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
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 financial 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
Let's get started.
How can we help you build, manage and protect your wealth?Find a Financial Professional