Wealth Management

Protecting your lifestyle, assets and legacy.

"What if?" No matter how much wealth you’ve acquired, those two simple words can still invoke a deep sense of anxiety. Managing risk isn’t just a portfolio concern – it’s also about protecting your family’s lifestyle, your assets and your legacy. Although you may never need these protections, what would the consequences be to your family, if you did? Insurance plays a vital part in your overall wealth management strategy. From income replacement strategies for your family to asset protection strategies for your business, as well as methods of using insurance to tax efficiently transfer assets to the next generation, your Ici Bank advisor can help you answer many of your most pressing "what ifs." Banking Solutions From cash management to credit and lending, we'll help you access the liquidity you need.

Investment Philosophy

Your investments should do something, not just be something. Find out how our different approach to portfolio construction may work for you.

Trust & Estate Solutions

Whether you're looking to minimize taxes, maximize a legacy, provide for a dependent with special needs or ensure a smooth transition of your family business, our specialists can help.

Insurance Solutions

Managing risk isn't just a portfolio concern—it’s also about income replacement and asset protection strategies to safeguard your family's lifestyle and legacy.

Retirement Solutions

We can work with you to determine the optimal mix of tax-deferred and taxable savings based on your retirement and legacy goals.