Wealth Management

Borel Private Bank & Trust Company has been building relationships with individuals, families, businesses, and non-profits since 1980.  These relationships extend beyond the present to future generations with a continuous commitment to provide attentive, confidential and personal service to build your wealth while ensuring your wishes are followed and your legacy is preserved.

Our Team is professional and tenured, consisting of attorneys, MBAs, Chartered Financial Analysts, Certified Financial Planners and Certified Trust and Financial Advisors, bringing an unparalleled combination of education, experience and insight to our clients. Through our investment management and trust services, we work closely with you to develop and execute a strategy that suits your needs, achieves your financial goals and simplifies your life.