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Private Banking

Private Banking is an exclusive subset of Wealth Management Services, which offers a customized line of banking for high income and high net worth clients.

 

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Logo TFB Private BankingWe believe our high net worth clients require a more advanced level of banking and attention; so as to accommodate and service this segment of our communities, our clients are assigned a Relationship Manager for more personal rendered services.

Private Banking may qualify you for special rates and discounts on deposit, savings, and loan products. Please contact us for more information regarding Private Banking.

Exclusive Services

  • Deposit Accounts
  • GoldChoice Checking
  • GoldChoice Money Market

 

  • Loans
    • Securities-Based Line of Credit
    • Home Equity Line of Credit
    • Mortgages – purchase/refinance/investment

 

  • Insurance
    • Personal & Business
      • Life, car, home, umbrella, renters etc.
      • Liability, Key man, business succession
  • Wealth Management Services
    • Investment Management
    • Financial planning
    • Trust Administration/Executor
    • Estate settlement

Meet our Relationship Manager and VP Wealth Private Banker, Lauren Buffum.

Wealth Custom Lending

TFB Wealth Management Services offers Wealth Custom Lending to create tailored solutions for every stage of your life. Credit and risk management are part of our lives. We offer credit solutions to help you further your financial objectives while allowing you to protect your current standard of living.

 
 

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Traditional Loans

Credit solutions structured to work with your financial plan.

Custom Credit Solutions

TFB Securities-Based Line of Credit provides a simple and efficient borrowing solution by tapping the value of your investments. Securities-based lines of credit can be used for planned purchases or peace of mind when you have unexpected needs. Additional financial planning strategies, such as Life Insurance Premium Financing, may be underwritten to protect you and your family

 

Wealth Management Disclaimer

 

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