Let us work with you to create a long-term strategy to build or sustain
Baylake Bank offers Private Banking designed to
help you anticipate your next best financial move in any economic
climate. Our Private Bankers follow a specific process that allows us to
utilize our resources and develop a customized financial plan to help
you reach your personal goals.
• We work with you to understand your current circumstances, objectives
and attitude toward risk.
• Quantitative and qualitative analysis are used to select strategies
that make sense for you.
• The Private Banker selects the experts necessary to execute the
strategies that we developed with your involvement.
• Most importantly, our relationship with you is ongoing as we review
and modify your plan as circumstances change.
Financial Planning Perspective
We believe that
financial planning needs to follow a formal
process. Therefore, we believe that each aspect of your plan
needs to be addressed individually and then tied into your
long-term objectives. You need to be involved with this
process, therefore it will be necessary for you to provide us
with both intellectual as well as factual data.
If you are
willing, we would like to involve your other key advisors when
we need to gather relevant information. We hope to work with
you for the long term. We offer to stay involved as your
situation changes so that we can proactively make adjustments
to your financial plan.
Private Banking - the best solution.
Working with Private Banking at Baylake Bank provides you with value
because we put doing the right things for customers, communities and
employees ahead of all else. We are highly principled financial service
professionals who seek a long-term relationship with you based on trust
and mutual benefit. Baylake Bank provides a wide variety of quality
financial products and services that we can customize to serve your
needs. We are able to deliver these solutions from an unbiased and
objective perspective, where and when you want them.
Let Us Provide the Means to Reach
Financial Planning (Tax Planning, Estate Planning, Retirement
Planning, Education Planning, and Insurance Planning)
Legacy and Philanthropic Strategies
Asset Management and Professional Administration
Comprehensive Investment Plans
• We are committed to helping our customers fulfill their hopes and dreams
in each of the stages of their lives. We strive to know and understand our
customers and their financial needs.
• We provide a wide variety of quality financial solutions and we provide
them according to our customer's needs - not ours.
• We utilize the financial planning process and recognize the importance of
having your involvement.
• Our core values include Integrity, Caring, Fairness, and Responsibility.