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Private Bank

Wealth Management

Your financial goals are personal and unique to you. We understand that. We also realize that as you accumulate assets, the complexity of your financial life becomes more challenging. An experienced, knowledgeable HomeStreet Private Banker can be a valuable asset in helping you determine the best financial solutions for your particular needs. Your HomeStreet Private Banker starts the process asking questions and getting to know you. Because before we can offer any financial solutions, we want to understand your dreams, aspirations and challenges.

Private Bank

Consider HomeStreet’s Private Bank as a bank within a bank. Private Bankers collaborate with you, then make use of the deep and experienced resources within HomeStreet, which have been developed over more than ninety years, to give you a choice of effective financial solutions.

Your wealth management team will be assembled based on your financial needs with your Private Banker coordinating with HomeStreet Specialists as well as your attorney, accountant and other professionals, so you receive a plan that integrates all elements of your financial life.