Professional Services
Build your wealth as you build your career with our strategic financial expertise.
You’re out there making the most of your career, elevating your stature and building your wealth. Key Private Bank is here to help you make the most of that wealth. Our team helps you build, manage and refine your long-term strategic financial plan – so you can focus on your career while we support your goals.
Understanding your needs
Whether you're a physician , attorney or CPA, dentist, engineer, architect or other skilled professional, your personal wealth demands the same level of quality care you deliver to your clients. You shouldn’t be missing out on chances to grow and protect your wealth. Having a plan in place can help you take advantage of those opportunities – not just when it comes to your financial aspirations, but also your life goals.
Developing your plan
As you plan for the future, these questions will help you stay focused on preparing a solid wealth management strategy.
- How soon do you plan to retire and what are your goals?
- Do you understand your investment risk tolerance?
- Are you confident you will have sufficient assets to meet your lifetime needs?
- How do you protect your personal assets from potential legal threats?
- How can you maintain the wealth you've earned so far and grow it?
- If you own an interest in a professional services firm, what will happen to your interest upon death, disability or retirement?
- Have I maximized my available options to save for retirement?
- How should I balance saving for retirement and for my children’s college education?
- If you own your own professional practice, how can you maximize its value before you sell it? What is the value of your professional practice?
- Have you sufficiently addressed the potential risks to preserving your wealth, including unexpected death, health issues, accidents or disability?
- Tax projections
Working together for a solid financial future
Key Private Bank offers services and solutions to address each stage of your career – whether you're starting out or nearing retirement. Our team of experts can help you build a customized, integrated wealth strategy that will help you reach your long-term objectives and preserve the wealth you've worked so hard to earn.
Access Our Expertise and Insights
Browse our resources and articles below to learn more about the latest trends that could impact your
wealth management as a professional service provider.
Key Wealth, Key Private Bank, Key Family Wealth, KeyBank Institutional Advisors and Key Private Client are marketing names for KeyBank National Association (KeyBank) and certain affiliates, such as Key Investment Services LLC (KIS) and KeyCorp Insurance Agency USA Inc. (KIA).
Banking products and services are provided by KeyBank, Member FDIC. Trust and certain custody and investment management products are provided by KeyBank, a national bank with fiduciary powers. KeyBank is an Equal Housing Lender. All loans provided by KeyBank are subject to underwriting, credit, and collateral approval, in addition to origination or other transaction fees. Financing availability may vary by state. Restrictions may apply NMLS ID 399797.
KeyBank and its affiliates do not provide tax or legal advice. Individuals should consult their personal tax advisor or attorney before making any tax-related investment decisions.
Investing involves risk, including potential loss of principal amount invested. There is no guarantee that investment objectives will be achieved. Past performance does not guarantee future results. Asset allocation and diversification do not guarantee returns or protect against losses.
Non-Deposit products are:
NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY
