It's a dream for me to have this house and know that when I'm done
working, I can get back to the things that really matter to me.
— Laura, a Chase Private Client
Having grown up spending family time in the mountains of Colorado, Laura knew that her ideal
retirement home would include family, friends and the great outdoors. But still several years away from
retirement, she felt far away from achieving her dream. When she noticed a spacious home with a view of
Pike's Peak for sale, she shared it with her dedicated Chase Private Client team. They worked with Laura's
conservative financial values to help her see that the home she loved was already within her reach.
I can see the benefit of planning early.
It's what I've always worked for and what I've
wanted to do. And it's finally something that's mine.
As a Chase Private Client, Laura has her own Private Client Banker, Annika, and her
J.P. Morgan Private Client Advisor, Marc. This dedicated team helps Laura with her banking
and investment needs, developing a personalized plan for the future. Chase Private Clients have
direct access to their dedicated team, whether in person, over the phone or via email.
Marc and Annika know what's important to me. They're
able to explain things in a way that I understand and
they're very upfront and honest about everything.
Laura's Dedicated Team Helped with:
- Planning for Her Goals
- Personalized Attention and Services
- Expert Lending Advice
- Investment Expertise and Advice
What I enjoy most about being a
Chase Private Client is that there's a real
connection, and I really do trust them to help
me get to where I need to go financially.
Being a Chase Private Client gives Laura access to special privileges like waived fees and premium
products and services. The added mortgage benefits were especially important as she purchased
her retirement home.
Working together, I knew that I had a plan even
before making an offer on this house. They were very
respectful of what I needed to make me comfortable.
Home Lending For Chase Private Clients:
- A dedicated Mortgage Banker — expert lending advice and customized mortgage solutions
- Access to an expert team of loan processors
- Savings on mortgages
- Direct access to mortgage customer service specialists
View More Chase Private Client Stories
Laura's Dedicated Team
"Chase Private Client has given me the ability to spend more time with my clients. Every time that I sit down with a client, we talk about their goals. I think that it's just so important and I'm very passionate about what I do."
"What is rewarding is helping clients plan for and actually realize goals. With Laura, this home is one less thing that she'll have to worry about as she grows closer to retirement. We've got one of her goals already accomplished, which is so exciting."
A Dedicated Team Focused On You
Your Private Client Banker provides you with premium banking solutions available only through Chase Private Client.LEARN MORE about Concierge Banking
J.P. Morgan Investment Expertise
Your J.P. Morgan Private Client Advisor taps into the expertise of J.P. Morgan to develop a tailored investment strategy for you.LEARN MORE about J.P. Morgan Investment Expertise
Whether you're saving for a first or second home, paying for an education or planning for retirement, your dedicated team will work with you to help develop a plan that aligns with your goals.LEARN MORE about Your Goals
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