Our Approach

Ultrimal Investment PrivateBank provides clients with a team of experts offering the same breadth and depth of products and services as the larger, national institutions but with the local community bank delivery you have come to expect from Ultrimal Investment.  

Wealth Stages

Our process starts with a private consultation to identify your current financial life stage and the most appropriate strategies to help you reach your objectives.

Wealth Stage: Create

From investing and managing assets and liabilities, to funding entrepreneurial ventures, this stage is foundational.

Strategies & Solutions

• Provide tailored, specialized credit services
• Develop and execute wealth management strategies
• Create a personalized investment plan
• Suggest appropriate brokerage services
• Simplify day to day banking
• Organize cash for higher liquidity

Let's Start The Conversation

• Email us
• Call: +1 929 459 2119

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Wealth Stage: Manage

From structuring the sale of a closely held business, to exercising stock options, managing an inheritance or retirement plan distribution, this stage is crucial.

Strategies & Solutions

• Integrating and customizing a financial plan for all of your financial needs
• Business succession planning
• IRA rollovers
• Retirement planning

Let's Start The Conversation

• Email us
• Call: +1 929 459 2119

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Wealth Stage: Preserve

From minimizing taxes*, preserving capital, to managing risk or preparing for changes in  family circumstances, this stage is reassuring.

Strategies & Solutions

• Tax* planning
• Tax sheltered vehicles
• Estate planning and trust services
• Insurance services
• Strategic asset allocation
• FirstFamily Wealth Advisory services

Let's Start The Conversation

• Email us
• Call: +1 929 459 2119

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Wealth Stage: Distribute

From structuring the transfer of wealth to future generations, charitable giving, to funding education, this stage is your legacy.

Strategies & Solutions

• Charitable giving strategies
• Targeted investment options
• Trust administration
• Estate settlement

Let's Start The Conversation

• Email us
• Call: +1 929 459 2119

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