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Welcome Former Republic Bank customers! For important information, including our Transition Guides and steps to access your accounts: Read More.Broadx Private Bank
Personalized banking designed around you.
Your wealth brings opportunity and responsibility. At Broadx Private Bank, our team provides a level of service and understanding to help you maximize your opportunities and simplify the responsibilities. We focus on you and your family and your unique needs and goals. That means you get more than an advisor—you get a trusted advocate for your financial future. Personalized attention. Customized solutions. That’s not wealth management as usual, that’s Broadx Private Bank.
Holistic Wealth Planning
Dedicated to planning, growing, and preserving your wealth, our experienced team customizes comprehensive solutions in estate planning, business succession plan, next generation education, retirement and financial planning, and more.
Asset Management
Our team offers a tailored, unbiased, and disciplined approach to managing complex assets and focusing on risk-based total returns and outcomes.
Personalized Banking
A dedicated private banker offers you the opportunity to spend less time managing the details of your financial life and more time focusing on life's more meaningful endeavors.
Trust and Estates
You want to have more control over your future, to pass down a legacy and provide for your loved ones. Our estate and trust professionals provide experience and resources to ensure your wishes are fulfilled.
Insights from our advisors:
5 Common Myths About Prenups
Despite the different perceptions, prenups can be a valuable tool to create clarity for couples today, who tend to be further in their careers and more financially established than in prior generations.
What is the annual gift tax exclusion?
The annual gift tax exclusion is one of the most significant ways you may be able to reduce your federal gift tax liability.
Investing in the Future
Education enables people to develop the skills, knowledge, and experience needed for a more secure future. Yet the cost of higher education can prove problematic, even prohibitive for many individuals with tremendous potential.
Special Needs Trusts
Caring for a loved one with special needs can be both challenging and rewarding. When it comes to finances, it’s important to understand your options and determine the best resources for the unique needs and situation of the recipient.
How can we help you?
Every client’s needs and goals are unique. We look forward to creating a custom solution for you.
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