Wealth Management for Individuals & Families
Private Banking at 22nd State Bank
Elevate your financial journey with customized wealth solutions and a dedicated Private Banker by your side.
Tailored for You
At 22nd State Bank, our Private Banking service is designed for individuals and families who want a higher level of personalized service. You’ll work with a dedicated Private Banker who understands your unique financial goals and creates strategies tailored to your lifestyle. With us, you get responsive local decision-making, premium financial solutions, and a trusted advisor by your side.
Customized Credit Solutions
Access lending solutions that fit your life, whether you’re managing real estate, growing your portfolio, or funding new opportunities.
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- Personal Loans and Lines of Credit
- Marketable Securities Lines of Credit
- Portfolio Mortgages
- Lot and Construction Loans
- Home Equity Loans and Lines of Credit
- Specialty Financing for Unique Needs
Deposit & Cast Management
- Checking and Money Market Accounts
- Certificate of Deposits (CDs)
- Individual Retirement Accounts (IRAs)
Wealth & Investment Planning
Build a plan for today and tomorrow:
- Advisory services for retirement, college savings, and investment strategies
- Annuities, mutual funds, and tax-efficient accounts
- 401(k), Roth IRA, 529 plans, SMA/UMA, and wrap-fee accounts
Protective Planning
Preserve what matters most with tailored insurance solutions:
- Life, disability, and long-term care coverage
- Options for both asset-based and traditional protection
How Private Banking Works
- Connect with a Private Banker – Reach out through your local branch, our online form, or by phone.
- Personalized Strategy Session – We’ll discuss your goals and design a tailored financial approach.
- Ongoing Partnership – Your banker is always available to guide, adjust, and support as your needs evolve.
What Our Clients Say
- “My Private Banker handled a complex mortgage seamlessly while I focused on my career. It gave me peace of mind.” — Private Banking Client, Mobile Bay
- “From expanding my business to planning for retirement, I’ve had someone guiding me every step of the way.” — Entrepreneur Client, Gulf Coast
- “When I needed financing for an opportunity, the bank responded quickly with a solution that fit perfectly.” — Real Estate Client, Mobile
Ready to Get Started?
Discover how Private Banking at 22nd State Bank can simplify your finances and help you reach your goals.
Schedule a Private Consultation or Visit Any of Our Convenient Locations.
