Private Client Services Leadership
Personalized Solutions for High-Net-Worth Customers
Welcome to Salem Five Private Client Services, where your complex financial needs are met with the expertise and dedicated, personalized service you deserve. Experience unprecedented access, discretion and long-term partnership with our private client team.
Our private client practice is led by seasoned professionals here to serve the unique needs of high-net-worth individuals and families across New England.
Contact a Private Client Advisor
Our Private Client Offerings
We provide a comprehensive suite of services designed to manage, grow and protect your wealth including:
Wealth, Trust, Investment and Insurance Products are provided by Salem Five Investment Services and Salem Five Insurance Services and are not FDIC insured, not bank guaranteed, not a deposit, not insured by any federal government agency and may lose value.
THE POWER OF A UNIFIED FINANCIAL PARTNER
Experience the “Power of Five”: comprehensive expertise that integrates all aspects of your financial life. We bring together specialists in banking, wealth, insurance, and so much more to provide a holistic strategy tailored to you.
EXPERTISE
Access a team of professionals, including Certified Financial Planners (CFP®) and a Certified Trust and Fiduciary Advisor (CTFA®), with decades of experience.
INTEGRATED SERVICES
Streamline your finances with coordinated banking, lending, insurance and wealth management services all under one roof.
PERSONALIZED CARE
Benefit from a relationship-focused approach where our leaders are accessible, engaged, and genuinely invested in your success.
