Wealth planning goes beyond growing your net worth and investments. It's about plotting out a financial course that accounts for unexpected bumps along the way - and discovering untapped opportunities just waiting to be realized. At Key Private Bank, we work with you to develop a comprehensive financial planning road map that will give you the confidence of knowing you have a plan that accounts for both, including:
- A financial team to help you with every area of your wealth management plan
- Key Wealth Direction, our online wealth management tool that lets you access all your information in real time, anytime.
No matter which services you use for your unique needs, you’ll get our unparalleled experience that our clients have come to expect from Key Private Bank.
Character: By serving as a fiduciary, we provide objectivity. We are legally, ethically and morally bound to place the best interests of our clients ahead of ours in every decision we make.
Collaboration: We believe that building and protecting wealth is best achieved through a collaborative framework — one that fully integrates investment and wealth management with all facets of a client’s strategy. We’ll help you organize. And we’ll organize and coordinate your advice to provide a seamless pathway to your goals.
Consistency: We believe in adhering to a set of important, carefully crafted and time-tested practices to deliver an exceptional client experience.
Coordination: We help by organizing all your wealth management needs, creating a funnel of information and ideas that lead directly toward successfully achieving your long-term financial goals.
Conviction: We provide insights from our experience and deliver advice proactively. We offer choices and education to enhance decision-making through fact-based research and analysis that mitigate the role emotions can play when making decisions.
See Your Real Financial Picture, Virtually
Reaching your goals through a personalized, digital roadmap
Key Wealth Direction is a revolutionary financial planning platform that offers qualified clients a secure, online portal featuring a comprehensive, aggregated view of your financial assets. Along with accessing your wealth plan through a personalized website, you’ll have your Key Private Bank team at your fingertips to provide advice and guidance.
The personalized platform features:
- A consolidated view of all your accounts, including those held at other institutions
- Interactive charts and detailed views of your investments
- Tools to track spending
- A secure online vault where you can safely store important documents
Key Wealth, Key Private Bank, Key Family Wealth, KeyBank Institutional Advisors and Key Private Client are marketing names for KeyBank National Association (KeyBank) and certain affiliates, such as Key Investment Services LLC (KIS) and KeyCorp Insurance Agency USA Inc. (KIA).
KeyBank, KIS and KIA are separate entities. Each entity separately supervises the sales and other activities of financial professionals providing access to its products and services.
Services provided by KeyBank, KIS and/or KIA should not be used in substitution for independent and personal tax advice. KeyBank, KIS and/or KIA do not provide legal advice. Individuals should consult their personal tax and/or legal advisor concerning their particular situation.
The summaries, prices, quotes, and/or statistics contained herein have been obtained from sources believed to be reliable but are not necessarily complete and cannot be guaranteed. They are provided for informational purposes only and are not intended to replace any confirmations or statements. Past performance does not guarantee future results.
Investment products, brokerage and investment advisory services are offered through KIS, member FINRA/SIPC and SEC-registered investment advisor. Insurance products are offered through KIA. Insurance products offered through KIA are underwritten by and the obligation of insurance companies that are not affiliated with KeyBank.
To learn more about KIS’s investment business, as well as our relationship with you, please review our KIS Form ADV Part 2A Appendix 1, KIS Business Continuity Disclosure Statement, SEC Regulation Best Interest Disclosures, and Form CRS – Customer Relationship Summary.
Check the background of KIS on FINRA's BrokerCheck.
There are important differences between banking, brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties.
Investing involves risk, including potential loss of principal amount invested. There is no guarantee that investment objectives will be achieved. Past performance does not guarantee future results. Asset allocation and diversification do not guarantee returns or protect against losses.
Non-Deposit products are:
NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY