Employee and Individual Banking

Personal Financial Solutions That go the Distance

We leverage the full capabilities of Chase and J.P. Morgan to offer you and your employees personal financial solutions that meet both specialized and everyday needs.


Wealth Management

Whether you own a longstanding family enterprise or you’re an executive responsible for creating and preserving your company’s assets, you need a comprehensive wealth management plan that addresses your current financial needs and beyond. A Chase banker, in partnership with a wealth advisor at J.P. Morgan, can provide access to solutions to help you accomplish your goals.

Our solutions can help you with a variety of needs.

For Business Owners
Business valuation
Liquidity and credit
Personal financial planning
Real estate and specialty assets
Business protection
Business sale or transfer
Succession planning
For Company Executives
Exposure to concentration positions
Deferred compensation
Financial protection
Wealth transfer
Charitable giving programs

To learn more about our wealth management solutions,
please contact us or call your Commercial Banker.