Growing your business isn’t easy — especially a business with the sophisticated needs of a successful healthcare practice — along with the individual financial needs of its practice leaders. We specialize in a concierge approach to financial services because entrepreneurial physicians and doctors have big goals and full schedules.
Anything less than a comprehensive understanding of individual doctors and the larger practice simply isn’t going to cut it. We have years of experience serving business owners and medical professionals alike; come see what an elevated financial services experience can do for you, your family and your business.
Our Solutions for Success
We invite you to explore how our team can help you and your practice succeed.
Connect With A Trusted Advisor
YOUR PRACTICE
Running a successful practice means balancing the demands of today with the vision for tomorrow. We take a holistic approach to your financial well-being, providing strategic guidance that goes beyond the day-to-day. Whether it’s optimizing cash flow, securing financing for growth, or planning for long-term wealth preservation, we help you manage the complexities of your financial landscape—so you can focus on what matters most. Your practice is your legacy, and we’re here to ensure its success for generations to come.
- Customized Transition Process
- Custom-built Relationship Benefits for Partners
Lending
- Operating Lines of Credit
- Commercial Real Estate Loans
- Partnership Equity Loans
- Medical Equipment Loans
Account Solutions
- Operating Checking Account
- Money Market Accounts, Payroll Accounts
- Tax Account Money Market Account
- Partnership Distribution Account Management
Treasury
- Full Suite of Treasury Management
- P-cards/ Credit Cards
YOUR FAMILY
Your family’s financial well-being is about having the right support and strategies in place for every stage of life. Our holistic approach to private banking and wealth management ensures you have tailored solutions to meet your evolving needs. From customized lending and cash flow management to investment guidance and estate planning, we provide the expertise and personal service to help you navigate life’s financial complexities with confidence.
Custom lending solutions
- Lines of Credit
- Home Equity Lines/Loans
- Construction Loans
- Margin Loans/Lines
Consolidated online banking and wealth account access
Money movement options
- Easy online wire transfers
- Zelle
- FedNow payment service
Unlimited global ATM access
Enhanced mobile deposit
YOUR FUTURE
Managing both the broad view and the complexities of your wealth management needs is our hallmark. Our holistic approach allows us to manage assets not just for today, but for generations.
What Our Healthcare Clients Are Saying:
