Private Banking Services
Banking built on insight, not transactions.
The personal approach to banking your success deserves
Best-in-class products, high-value benefits and customized solutions that truly reward you for your business and empower you to thrive throughout every stage of life. Welcome to wealth care.
Our commitment, your confidence
No matter how complex your journey, your banking shouldn’t be.
As a private banking client, you get much more than a banker. You get the support of a dedicated partner, backed by a local team, who anticipates your needs with proactive guidance. From everyday banking to tailored credit to long‑term wealth planning, everything we do is designed to put you and your financial peace of mind first.
Our unique way of working with you
Our Associated Bank Private Wealth team has created something special—a personally invested partnership approach to your whole financial well-being.
We listen + learn
We start by understanding your vision and values, your financial situation and what matters most to you.
We collaborate + create your plan
We talk through possibilities and trade-offs, then partner to put together a personalized plan designed to help you live fully today and into the future.
We guide + check in
You receive clear recommendations, next steps and ongoing follow-up, so your plan evolves as your life and your needs change.
How private banking benefits you
Dedicated banker
Your ambitions demand more—and you deserve a partner who knows your story.
Concierge service
Be confident in the promise of priority responses and exclusive access from a highly specialized team.
Personalized financial strategies
Because your financial plan should deliver tailored guidance around your passion, purpose and priorities.
Seamless banking experience
One streamlined relationship simplifies the way you manage money. Less time banking, more time living.
Our services
From individuals and families to business owners and executives, Associated Bank Private Banking provides best-in-class services—all built around your unique needs
Deposit Services
Unlock next-level solutions designed to grow and protect your wealth—from high-interest savings and CDs to our exclusive Emerald-tier checking benefits¹ to flexible, secure liquidity strategies tailored to preserve capital while optimizing returns. See how insured, collateralized and rate-optimized solutions can work for you. Put our insured, collateralized and rate-optimized options to work for you.
Lending and Credit Services
Access strategic lending solutions tailored to your personal, investment and business goals, with relationship pricing², flexible terms and customized credit structures. From real estate and securities-based lending to lines of credit and partnership financing, our approach is designed to give you both flexibility and advantage.
Professional Services Firms
Support your firm’s growth, liquidity and long-term success with financial strategies made for professional services and their principals. From expansion financing and working capital to technology investments and succession planning, we help you plan what’s next.
Business Owner Services
Business owners have a unique set of wealth planning needs. By providing specialized guidance, we can help navigate those complexities with solutions that align your business and personal finances—from cash flow and treasury services to tax strategy and succession planning. We help you plan, manage and transition with confidence.
Connect with an Associated Bank Private Banking professional.
Frequently Asked Questions
Do I qualify for private banking at Associated Bank Private Wealth?
Private banking services are available to clients with banking and investment balances totaling $500,000 or more.
What should I expect at my first meeting with a private banker?
Our first agenda item is listening to what’s on your mind so we can address your needs. We take a wealth planning approach starting with your short- and long-term goals. We then cover topics such as deposit and credit needs, plus additional priorities including retirement, investment and estate planning. We will also talk through our service agreement, setup your accounts, summarize next steps and schedule your next meeting.
Do you offer wealth management services to executives?
Yes. We can help your executive team manage two of their most valuable assets—time and money—with best-in-class services from Associated Bank Private Wealth. We’ve guided hundreds of executives to clarify and achieve their financial goals, applying the same acumen required to tackle complex business challenges.
How is private banking different than wealth management?⁴
Private banking centers on your day-to-day and strategic banking needs. It typically includes services like personalized banking support, specialized lending, cash management and a dedicated banker who helps coordinate financial solutions.
Wealth management, on the other hand, focuses on growing, preserving and transferring your wealth. This includes investment management, financial planning, trust and estate planning strategies designed to support long-term goals and legacy planning.
In practice, the two often work together. While private banking delivers tailored banking solutions, wealth management provides the broader planning and investment insights. By taking a wealth planning approach across all services, private banking can align everyday financial decisions with your long-term financial goals.
Do I have access to my accounts online?
Currently you’ll utilize a variety of digital solutions to manage your accounts, and they can direct you, as needed, to the right solution. Those solutions include:
- Digital Banking: View your account balances, manage your funds and bank anytime, anywhere.
- Associated Portfolio Online (APO): View portfolio value, account groupings, holdings and more. See the full picture of your wealth through APO by utilizing the account aggregation feature.
- Associated Wealth Access: A digital tool that simplifies the complexities of your financial picture and gives you knowledge to make sound decisions. Get a holistic view of your total wealth with a personal total balance sheet.
Associated Bank does not charge a fee to download our digital applications; however, transactional fees may apply. Carrier message and data rates may apply, check your carrier’s plan for details. Visit AssociatedBank.com/disclosures for Terms and Conditions for your service. (1406)
You must meet and maintain enhanced Choice Checking benefit tier qualifications for Platinum Choice, Emerald Choice or Emerald Private Choice, listed on the Associated Choice Checking Product Disclosure, to obtain enhanced rates on Associated Choice Checking, Associated Relationship Savings, and Select Money Market accounts. For current rates, refer to an Associated Bank Deposit Account Rates Sheet or ask a banker for more information. (1415)
Loan products are offered by Associated Bank, N.A., and are subject to credit approval and involve interest and other costs. Please ask about details on fees and terms and conditions of these products. Property insurance and flood insurance, if applicable, will be required on collateral. (1050)
Emerald Choice will receive the first qualified year reimbursed. Emerald Private Choice will receive every year reimbursed. You must meet and maintain the benefit tier qualifications for Emerald Choice or Emerald Private Choice, listed on the Associated Choice Checking Product Disclosure, in the month that your Reserve Rewards+ credit card annual membership fee is assessed for the annual membership fee to be reimbursed. Your credit card annual membership fee will be charged and reimbursed within the same statement month. (1528)
Associated Bank does not charge a fee to download our digital applications; however, transactional fees may apply. Carrier message and data rates may apply, check your carrier’s plan for details. Visit AssociatedBank.com/disclosures for Terms and Conditions for your service. (1406)
Investment, Securities and Insurance Products:
NOT
FDIC INSUREDNOT BANK
GUARANTEEDMAY
LOSE VALUENOT INSURED BY ANY
FEDERAL AGENCYNOT A
DEPOSITAssociated Bank and Associated Bank Private Wealth are marketing names Associated Banc-Corp (AB-C) uses for products and services offered by its affiliates. Securities and investment advisory services are offered by Associated Investment Services, Inc. (AIS), member FINRA/SIPC; insurance products are offered by licensed agents of AIS; deposit and loan products and services are offered through Associated Bank, N.A. (ABNA); investment management, fiduciary, administrative and planning services are offered through Associated Trust Company, N.A. (ATC); and Kellogg Asset Management, LLC® (KAM) provides investment management services to AB-C affiliates. AIS, ABNA, ATC, and KAM are all direct or indirect, wholly-owned subsidiaries of AB-C. AB-C and its affiliates do not provide tax, legal or accounting advice. Please consult with your advisors regarding your individual situation. (1024)