Wealth Advisory

Grow your wealth with expert guidance.

From tailored investment portfolios to comprehensive retirement planning, our wealth advisory team is here to help you achieve your financial goals with clarity and confidence.

Talk to a specialist How we work
Advisor meeting with a couple

$2.4B

Client assets advised

40+

Credentialed advisors

15 yr

Average advisor tenure

$250k

Typical starting relationship

Comprehensive Wealth Solutions

We offer a holistic approach to managing your assets, designed to adapt as your life and goals evolve.

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Investment Management

Bespoke portfolio strategies designed to maximize returns while managing risk according to your personal tolerance.

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Retirement Planning

Secure your future with strategic planning, ensuring you have the resources to enjoy your retirement years comfortably.

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Estate Planning

Protect your legacy and ensure a smooth transfer of wealth to the next generation with our expert advisory services.

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A calm, four-step advisory process

No product-pushing. We start with your life, then build the portfolio around it.

01

Listen

A complimentary consultation covering income, family, and what “enough” looks like for you.

02

Map

We model cash flow, tax location, and risk so the plan is honest about trade-offs.

03

Invest

Portfolios are built with low-cost funds and, when it fits, individual securities.

04

Review

Quarterly check-ins, annual plan updates, and a human you can call between meetings.

Sample allocations, not one-size-fits-all

Illustrative mixes used in planning conversations. Your allocation is personalized after the first meeting.

Preserve

Income-first, lower volatility

30/70

Balance

Growth with a ballast

60/40

Aspire

Long horizon, higher equity

80/20

  • check_circle Fiduciary advice on managed relationships
  • check_circle Tax-aware placement across brokerage, IRA, and 401(k)
  • check_circle Estate coordination with your attorney and CPA
  • check_circle Charitable giving and donor-advised funds

Members who moved with us

Real stories from people who wanted banking that felt human — and still took their money seriously.

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“They treated our estate conversation like a family meeting, not a sales pitch.”

Helen T.

Estate planning

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“I finally understand what I own. The quarterly letter is two pages, not forty.”

Omar K.

Investment management

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“Retirement math that used to scare us now lives on one page we actually use.”

Chris & Dana

Retirement planning

Questions, answered

Clear guidance so you can bank with confidence.

Is there a minimum to work with an advisor? expand_more

Most wealth relationships begin around $250,000 in investable assets. We also offer planning-only consults if you are still accumulating.

How are advisors compensated? expand_more

Managed portfolios are billed as an annual advisory fee based on assets. We do not earn commissions on recommended funds.

Can I keep my checking and savings? expand_more

Yes. Wealth sits alongside your Everyday Checking and Growth Savings in the same login, with transfers that settle the same day.

What does the first meeting cost? expand_more

The introductory consultation is complimentary and comes with no obligation to open an advisory account.

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Ready to elevate your financial strategy?

A specialist will open a conversation with an advisor — complimentary, with no obligation to invest.

Talk to a specialist

Ready to access your accounts?

Sign in for balances, transfers, cards, and lending, or open Help if you need us.

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How we operate

  1. 1

    Accounts are opened and funds moved solely through authenticated online banking or a signed written authorization. Intra-bank transfers settle the same day once identity checks conclude. External ACH, wires, and linked-bank pulls follow published cut-off times and may take additional business days. We do not accept verbal instructions to open an account, change a payee, or release a hold.

  2. 2

    Deposits are held with encrypted sessions and account controls you can review in online banking. Continuous fraud monitoring covers cards, logins, and unusual payment patterns. A card may be frozen from the member dashboard without delay; unfreezing requires the same authenticated session. Skydek will not ask you to disable monitoring, share a screenshot of a one-time code, or install software to “verify” a transfer.

  3. 3

    Access is granted only after identity verification. Only authorized personnel may view or instruct on funds, and dual control applies to high-value wires and new payees. Skydek does not send login links by email, nor request one-time codes by telephone. Device recognition, session timeouts, and password standards are enforced on every portal page. If we cannot confirm you, we will decline the request rather than complete it.

  4. 4

    Every deposit, payment, and wire is entered in the member’s transaction history and retained so statements and tax-ready exports remain complete. Monthly statements are available in online banking; paper copies may be requested through Help. We do not alter posted entries except to correct a documented error, in which case a reversing record is shown. Members are expected to review activity promptly and report unauthorized items without delay.

  5. 5

    Fees and APYs are disclosed on the fee schedule and are variable unless a certificate or loan note states otherwise. Checking, savings, credit, and banking solutions for personal, business, and wealth are available under one login. Highlighted rates are current as of the date shown and may change. There is no monthly maintenance fee on Everyday Checking or Growth Savings; other products, wires, and out-of-network ATM use may carry charges as published.

  6. 6

    Enrollment constitutes agreement to the terms and conditions and privacy policy. We collect only what is required to open, service, and safeguard the account, and we do not sell member data. Governing law, dispute procedures, and electronic-communications consent are set out in those documents.