You can request a consultation directly through our contact form by selecting "Wealth Management" as your subject. One of our relationship managers will contact you within 1 business day to schedule an appointment at your convenience.

To open an account, you'll need a government-issued ID, proof of address (dated within the last 3 months), and your social security or tax identification number. For certain account types, we may also require financial statements or additional documentation.

We employ bank-grade 256-bit encryption, multi-factor authentication, and continuous monitoring to protect your data. Our systems are SOC 2 Type II certified and we undergo regular third-party security audits to ensure the highest standards of protection.