New Account
Branches
ATMs
New Account
Branches
ATM’s

Private Wealth

Private Wealth Management

Preserving and growing significant wealth requires a sophisticated, disciplined approach. At Equity Trust Banking Corporation Private Wealth, we serve high-net-worth individuals and families with a comprehensive suite of services designed to manage the complexities of your financial life.

Our dedicated team of advisors works closely with you to understand your unique aspirations, creating a tailored roadmap that integrates investment management, trust and estate planning, and banking services into a cohesive strategy.

Connect with an Advisor

Comprehensive Wealth Services

We offer a holistic approach to wealth management, addressing every aspect of your financial well-being.

Investment Management

Customized investment portfolios constructed to align with your risk tolerance, time horizon, and financial goals.

Trust & Estate Planning

Strategic planning to preserve your legacy, minimize tax liabilities, and ensure the smooth transfer of assets to future generations.

Private Banking

Exclusive banking services including high-value mortgages, lines of credit, and personalized cash management solutions.

Our Investment Philosophy

We believe in a disciplined, long-term approach to investing. Our philosophy is built on:

  • Diversification: Spreading risk across asset classes and geographies.
  • Quality: Focusing on high-quality investments with strong fundamentals.
  • Active Management: Making strategic adjustments based on market conditions.
  • Tax Efficiency: Structuring portfolios to maximize after-tax returns.

The Private Banking Difference

Experience personalized attention and tailored strategies for your unique lifestyle. We coordinate with your tax and legal advisors to ensure a unified strategy.

  • What qualifies for Private Wealth services?

    Our Private Wealth services are designed for individuals and families with investable assets typically exceeding $1 million. However, we encourage you to contact us to discuss your specific situation.

  • Do I get a dedicated advisor?

    Yes, you will be paired with a dedicated Private Wealth Advisor who will serve as your primary point of contact and coordinate a team of specialists to meet your needs.

  • Can you help with philanthropic planning?

    Absolutely. We offer comprehensive philanthropic services, including the establishment of charitable trusts, donor-advised funds, and foundations to help you leave a lasting impact.