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Our Process

What opportunities lie ahead of you?

At Key Private Bank, we understand you want more out of a financial institution than simply a return on your investment. You want outcomes – and no single path can lead you there without the occasional detour or diversion.

That’s why Key Private Bank looks at wealth management differently. It’s beyond growing your net worth and delivering a monthly statement. Wealth management is about opportunities – opportunities to explore your world. Collect new experiences. Do the things you’re passionate about. Share your success with the people who are important to you. Or just take it easy. It’s about having the confidence of knowing you have a plant that accounts for all of them.

That’s our approach: focused, personalized solutions from experienced financial professionals who are ready to help you navigate whatever paths lie ahead of you.

Understand

What is the direction of your path and who will accompany you along the way?

These are just a couple of the questions we may ask to help discover the insights and ideas necessary to create a unique path for you. This open, uncomplicated communication between you and your Key Private Bank financial professional helps lay the cornerstone of your plan – and it takes every priority, concern and goal into account. Once we understand where you’re going, we work together to help you map out the best path to get there.

What you can expect from us: When you entrust Key Private Bank with your finances, you’re not just a client, but a partner. We start every relationship by ensuring we understand you and work together to set a plan. As we move forward, we stay connected, working with you to reach your goals.

Plan

Your success – however you define it – is Key Private Bank’s foremost purpose.

Our approach to developing a plan for your wealth focuses on your goals to create actionable and integrated wealth strategies that align with your interests and expectations. Then, your dedicated financial professional will work with a team of experts to implement a personalized plan that delivers the best possible return on your objectives.

The result is a roadmap that you and your team will follow together to achieve your overall goals. It’s never too early to start planning. It’s never too late to discover new ideas. Whether developing an initial strategy or evaluating an existing financial plan, our approach will take a comprehensive and objective look at managing your wealth.

What you can expect from us: Together, we will build a clear, actionable plan based on your specific situation, what you want to accomplish and your timeline.

Connect

As a Key Private Bank client, you will benefit from an ongoing dialogue with a local financial professional who has the ability to draw upon the deep resources and expertise of a national financial institution.

With a focus on what you have identified as being important, we will help you remain true to those goals and build confidence in your plan. We simplify the process and develop a communication plan that works for you and your schedule. Understanding we have a fiduciary responsibility to deliver sound advice, and with full transparency, we will always make recommendations that are best suited for you.

What you can expect from us: We actively review your process versus your goals and maintain a confidential dialogue to confirm you are receiving the results that position you for success.

Key Solutions

At Key Private Bank, we’re consistently thinking about you and your future. Doing so helps us to uncover unseen opportunities, minimize hidden risks, and consistently deliver unique ideas tailored for you.

No matter what life holds for you – planned or unplanned – we work to bring the best possible insights and options to help you stay on track and achieve your goals.

What sets Key Private Bank apart:

  • KeyCorp traces its history back 160 years and is one of the largest bank-based financial institutions in the U.S.
  • The average length of relationship with our clients is almost a quarter of a century and spans generations.
  • Key Private Bank operates under a fiduciary standard of care – the highest standard in the industry. Our values are aligned to do what is in the best interests of our clients.
  • Key Private Bank has highly accredited professionals with decades of experience building relationships and trust with families.