Innovative Solutions. Individualized Service.
For some individuals and families, preserving, managing, and growing wealth is a prime objective. Private Banking services, which are provided through Jefferson Bank, are dedicated to meeting your unique, complex financial needs and goals.
The Private Bankers at Jefferson Bank, which you have access to as a client of Monticello Wealth Management, are dedicated to meeting the financial needs and goals of individuals, their families, and their businesses. We approach all client relationships with dedication and superior personal service and support.
Jefferson Bank Private Banking Team:
- Makes banking work with your schedule, bringing the bank to you if necessary, and are highly accessible via cell phone and email
- Develops a relationship with you and your family to understand your preferences and make banking what you need it to be
- Manages your portfolio by working with your attorneys, accountants, and insurance and investment providers for comprehensive, coordinated results
- Serves a limited number of clients in order to devote ample time to meeting your needs