Private Banking

For the busy Business Owner or professional, finding an advisor that truly understands the importance of balancing the cash flow and credit needs of their business and family, while helping them target their long-range financial objectives, can be a daunting task. The Private Banking group at Clermont Wealth Strategies solves this by offering affluent clients comprehensive and highly personalized guidance on all matters of a client’s financial picture. A dedicated Private Banker will coordinate a team of experts on behalf of the client to deliver:

• Deposit and Credit programs specially designed for simplicity, ease of access and flexibility of usage to provide our clients with cash on a ready basis.
• Cash Management and Working Capital programs to help an owner’s business maintain cash flow and optimized assets within a business.
• Loan packages for personal or business needs that can have a more direct approval process.
• Comprehensive Investment Management and Financial Planning that can ensure that long term plans don’t go astray.

Asset Management Account (AMA)

The Asset Management Account (AMA) is the cornerstone of the Private Banking group at Clermont Wealth Strategies. Designed to provide clients with a high degree of flexibility, the AMA:

• Organizes a client’s loans, deposits and investments into a single account to provide a complete financial picture to the clients
• Offers a customized Investment Plan that also can provide an immediate credit resource.
• Delivers a Private Banker and Portfolio Manager team approach to the relationship, giving clients expert assistance on all matter of Banking and Investing
• Provides a comprehensive account statement combining all Clermont Wealth Strategies programs in a simple and easy to read format.