Progress Bank Wealth Management is a specialized banking unit that caters specifically to individuals and organizations with more sophisticated financial needs. From investment management to depository and credit services, we develop custom solutions based on listening and responding to your unique needs. These services are delivered to you through your Private Banker, who serves as your primary point of contact for the entire bank.
More than just one-on-one service, Progress Bank Wealth Management brings you an exceptional level of financial expertise. Your Private Banker can draw on resources throughout the bank to tailor solutions that will enhance your financial position, simplify your life, and help you achieve your financial goals.
Enjoy direct access to a local personal Financial Advisor who will work with you to develop and execute an investment strategy that suits your needs and priorities.
• Investment Management
• Jumbo Mortgages
• HELOC / HELOAN