Private Banking

At your service.

We make it easy to get the answers, advice and financial solutions you need.

Connect with a CertusWealth private banker today.

SecureSweep

  • Do you have excess cash sitting in your checking account?
  • Want to protect your account balances above $250,000?
  • Looking for a return on your idle cash?

SecureSweep is here! Ease your mind by knowing that your excess cash will be swept daily to a fully collateralized investment account that will earn you higher returns. Rest assured…your cash will be secure and working for you so you can sleep!

Learn more

As someone with complex banking and investing needs, you undoubtedly have many questions about managing your financial life, but where to turn for help shouldn’t be one of them.

With private banking from CertusWealth, you’ll have a single go-to resource for all your day-to-day banking needs, from opening a new account to applying for a mortgage.

And when bigger questions arise – like how much to save for retirement or how to balance your investment portfolio – the same dedicated banker will be by your side to connect you with experts in retirement, brokerage, financial planning, insurance, asset management and more.

We’ll take the time to get to know you and understand your complete financial picture so we can not only provide the answers you seek but open the doors to new opportunities.