Blue Diamond Private Banking

Blue Diamond Private Banking is a service provided by South Story Bank & Trust. As a locally-owned, community bank, you can expect personal, proactive service, agile decision-making and curated wealth management opportunities.

Blue Diamond Private Banking is built on South Story Bank & Trust’s greatest strength - cultivating relationships based on a deep understanding of our clients. We will invest time getting to know you, your family and your goals. While you are living your busy life, we act as your financial partner, helping you manage cash flow and streamlining your financial affairs.

Our Private Banking clients include:‍

• Business Owners
• Legacy Families
• High Net Worth Individuals
• Executives & Professionals
• Legacy Family Farms

There are customers who prefer to work directly with a trusted advisor who understands their desire to leave a legacy and grow more than wealth. Our customized approach is based on your personal needs and circumstances.

• Dedicated Approach - Carefully selected, targeted solutions to support your personal and business goals.
• Customized Advice - Understanding of your current and future needs.
• Service - Responsive, personalized planning to streamline your financial needs.

‍In addition to our bank accounts, you’ll receive complimentary benefits.‍

• Free ATM/Debit Cards
• Free Safe Deposit Box Rental
• Free Notary Services
• Free Blue Diamond Private Banking Checks

High-net-worth individuals and their families can face complicated financial decisions that require sophisticated solutions. You will have access to the full resources of SSBT. We’ll bring experts together to analyze the big picture and the complex details. We can determine the right resources, guidance and solutions to fit your circumstances. Our purpose is to help you meet your goals while assisting you with ongoing wealth management. We’ll take care of today’s needs and create a plan for tomorrow.

Contact me today to discuss how we can help preserve your legacy.