Specialized Services

Wealth management isn't one thing. It's everything.

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Customized Solutions for Managing Your Wealth.

There's no one-size-fits-all strategy for managing wealth. At The Private Bank, we know your long-term goals are more than abstract dollar amounts. They're dreams and ambitions for your family, your business and your legacy. That's why we offer extensive services and solutions to help you protect and manage your wealth.

A Wide Range of Personalized Services

Business Services

We can provide you with in-depth advice and guidance, as well as a number of tools to help you manage your business as it grows. And when the time comes, we can assist you with business succession planning, as well.

Retirement Planning

Our experienced professionals can help you navigate the road to retirement. They will help you uncover long-term strategies designed to help meet your unique retirement goals.

Estate Planning

Are you looking for help administering your trust? Thinking of establishing a private foundation? Our professionals will work closely with you to help reduce transaction expenses and help minimize uncertainties for your beneficiaries.

Mineral and Real Estate Management

We benefit our clients by handling the complex and time-consuming responsibilities associated with specialty asset management. Our experience includes institutional and trust management of oil, gas and real estate, for commercial, residential, urban, farm and ranch, mineral and working interest properties.

Let's Talk

We look forward to helping you protect and manage your wealth. Give us a call, or complete the form and we will contact you. 

Contact Us

Contact Us

Private Banking: (303) 863-4417

Trust Services: (303) 864-7260

Financial Planning: (303) 729-5823

Investments: (303) 864-7234

Mineral Management: (918) 779-6613

Real Estate Services: (405) 936-3789

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Wealth Management Resources

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