Private Wealth Management | Private Banking

Our mission at Vanward is straightforward: to preserve and grow your wealth. Our approach distinguishes us in this regard. We combine a deeply rooted investment culture with insightful wealth planning and exemplary service to provide you with the most deliberate and comprehensive private wealth management experience possible over the long term. Our client relationships are supported by the partnership structure's stability, longevity, and alignment of interests.

Investment Advisory

We take a value-oriented, long-term approach to investing with the goal of preserving and growing your wealth.

Wealth Planning

Our highly skilled wealth planners collaborate with you and your advisors on trust and estate, tax, and financial planning matters to assist you in achieving your personal and financial objectives.

Philanthropic Advisory

We assist our clients in addressing all aspects of their philanthropic plans and objectives in order to have a lasting, positive impact.

Trust Services

Our expertise in acting as trustee or executor for you and your family is central to our services.

Private Client Lending

We provide you and your family with flexible, collateralized credit in the form of personal loans and credit lines.

Center For Women & Wealth

Investment, planning, and philanthropic resources for women seeking to invest their wealth prudently.