Private Wealth Management
Tailored wealth, lending and estate planning for clients with $1M+ in investable assets.
Wealth management, tailored to you
Meridien Private Wealth serves individuals and families with $1 million or more in investable assets. A private banker leads a team of specialists – investment, lending, trust and tax – who coordinate every aspect of your financial life.
We take time to understand your family, business interests and legacy goals, and build strategies that evolve with you.
Our services
Investment management
Discretionary portfolios built around you.
Estate & trust
Protect and transfer wealth across generations.
Custom lending
Jumbo mortgages and securities-based lending.
How we work with you
Discovery
An in-depth conversation about your goals and circumstances.
Strategy
A tailored plan across investments, lending and estate.
Implementation
Your team puts the plan into action.
Ongoing review
Regular meetings to adjust as life changes.
Important information
- Investment and trust services are not deposits, not insured by any federal agency, not guaranteed by the bank and may lose value.