Private Client Services

Private Banking Services

Churchill & Associates' Private Banking service was specifically created to respond to the unique needs of busy professionals and executives. Private Banking is a "one-stop" financial service program for executives, dentists, doctors, accountants, attorneys and other professionals. We have extensive experience in supporting professionals who want to grow their practice, expand their firm or build their business. Your Private Banker will deliver exceptional personal service, including:

  • Acting as the one point of contact for all your business and personal banking requirements.
  • Extending personal or commercial loans customized to your needs or the needs of your
    business - rapidly, conveniently and confidentially.
  • Addressing the asset management needs for you, your partners or your firm.
  • Providing financial advice tailored to your specific situation

As your Private Banker, we expertly and confidentially deliver all the banking, lending and investment services you require.

Asset Management Services

Churchill & Associate has served individuals and corporations by increasing their wealth, protecting their assets and expertly managing the funds which they have entrusted to us. At Churchill & Associates, we have built our investment capabilities specifically to meet the needs of the investor.

We work closely with our clients to achieve their most important objectives: preserving the purchasing power of their investments, educating children, providing for retirement, and passing along assets to the next generation in a tax-advantaged way. Churchill & Associates has forged a history of success by carefully developing financial plans with our clients and objectively implementing each plan with the most appropriate mix of investments. Our portfolio managers possess expertise in managing large cap core equities and high quality fixed income instruments. We also provide access to a network of the world's top-tier money managers.

We have established enduring relationships with our clients based on the trust and confidence that comes from timely, sound, and proactive advice. For more information, please contact us