Private | Wealth Clients enjoy the highest level of service and access to the broadest range of services afforded by Gateway Bank.
The Private | Wealth relationship is centered on the concept of providing a single point of contact for all your banking needs. Your Private | Wealth manager is your personal representative within the bank providing a conduit to services spanning depository, lending and wealth management, working on your behalf to ensure prompt and efficient delivery of service.
Private | Wealth clients receive the best Gateway Bank has to offer with an emphasis on providing the highest value. In exchange for maintaining very reasonable balances in any combination of deposit accounts, monthly maintenance fees are waived for most services.
Specific emphasis is placed on the unique financial needs of the high net worth individual, particularly in lending. For example, Gateway Bank is able to structure unique loan arrangements for purposes considered unconventional by many banks. These include:
- Aviation loans
- Yacht and other seacraft loans
- Exotic or collector vehicle loans
- Club Membership loans
- Vacation or second home real estate
In addition, Private | Wealth clients have ready access to a comprehensive roster of wealth management services, including:
- Financial and Investment Management
- Retirement Planning
- Portfolio Management and Brokerage Services provided through Raymond James Financial Services, Inc.
- Trust Services & Estate Planning
- Insurance
We invite you to accept our invitation to explore all of the benefits available to you through GatewayBank Private | Wealth. Please contact Shaun P. Merriman, President and Chief Executive Officer at 941/306-0105 to arrange a confidential, no-obligation consultation.
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