Private Client
Take the next step in your financial journey.
Our Private Client team is designed to work with high-net-worth members who often have complex financial situations as well as unique banking, credit, and financial planning needs. Our team utilizes their experience and expertise as they deliver:
- Unique process to understand your situation and goals
- Proactive advice and guidance
- Tailored products and features
- Ongoing relationship and service
Who is the Private Client Offering designed for?
To ensure our team can exceed expectations and deliver on our commitments, Private Clients typically meet one of the following criteria:
- $250,000 deposit/investment relationship with Maps/Maps Investments
- $1,000,000 Personal net worth
- Owners/Executives of Maps Commercial members
We understand that relationships take time to develop, so we are open to having conversations to explore your situation and our offerings to see if we are the right fit.
Your Team of Specialists
David Budd, CFP®
SVP of Wealth
503-779-1341
dbudd@mapscu.com
Jim Stephens
Private Client Relationship Manager
971-382-0162
jstephens@mapscu.com
Kym White
Private Client Officer
503-779-1344
kwhite@mapscu.com
What Do We Offer Our Private Clients?
A suite of products, solutions and partners designed for your unique needs.
Personalized Team
A dedicated Private Client Relationship Manager, access to the Private Client service team, and introductions and coordination with local experts.
Banking
Exclusive checking and money market accounts that have enhanced interest rates, increased debit card limits, increased mobile deposit limits, fee reductions, and waivers for banking services like wires, non-network ATMs, checks, safe deposit boxes, etc.
Lending
Home equity and mortgage solutions, securities-based lending, commercial and personal auto loans, competitive credit cards, and unsecured loans.
Business Owner Solutions
Insightful analysis and customized strategies designed to help you capitalize on resources and allow your business to thrive alongside your personal life.
We leverage our partnerships as we make introductions, provide coordination and work alongside your team in the following areas:
Financial Planning
Retirement, Estate and Legacy Planning, Trust Services, Insurance, Business Succession, College Savings, PERS, Medicare, etc. We also have tools for budgeting and data aggregation software.
Maps Investments
Financial Advisors with a full offering of financial planning, investment, and insurance products and solutions for individuals and businesses. See more details on the Maps Investments page.
Maps Insurance
We work with the Maps Insurance team which is an independent agency working with multiple carriers to provide property and casualty insurance for personal and commercial members. See more details on the Maps Insurance Page.
Maps Community Foundation
An opportunity to meet our Executive Director and partner with us or leverage our connections to make an impact in your local community. See more details on the Maps Community Foundation page.
- Financial planning offered in partnership with or through Maps Investments, a financial advisory practice of Ameriprise Financial Services, LLC.
- Securities-Based Lending refers to Ameriprise Preferred Line of Credit which is offered by Ameriprise Bank, FSB and the Salt Lake City branch of Goldman Sachs Bank USA (GS Bank) as co-lenders or sole lender, as applicable.
- Trust services offered through Ameriprise Bank, FSB Personal Trust Services (“APTS”) and its affiliates.
- Insurance products are offered through Maps Insurance.