Commercial mortgages, acquisition/development/construction loans,
working capital loans, term loans, capital call lines of credit, letters of
credit, securities-backed and tailored loans, custom credit strategies.
Checking, online banking and billpay, CDs, money markets; residential mortgages, securities-backed loans; operating accounts and online treasury management. FDIC insurance into the tens of millions.
Learn MoreDelegated and directed trusts, and a modern, custom approach dedicated to the continuity of your legacy and faithfulness to your intentions.
Learn MoreIntroducing the Fieldpoint Private of Credit Cards
Be among the very first to experience the only credit cards to meet the exacting standards of Fieldpoint Private.
Fieldpoint Private’s new personal, purchasing and business credit cards unlock privileged access and rich rewards — all with unique capabilities but united in a common goal of freeing up the most valuable resource of all, time.
QSBS & The Entrepreneur
In this age of start-ups and founders everyone is looking for an edge. Smart tax planning can be one. While there are a lot of tools in the tax planner’s kit; one device that can be quite powerful when capitalizing a business is Qualified Small Business Stock (QSBS)1. It can…
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Nicholas Bertha
President, Fieldpoint Private Trust, LLC
Personalized Service From Industry Leaders
Fieldpoint Private furnishes the products, technologies and state-of-the-art service that bring private banking into the modern era in one frictionless offering. This combination helps to simplify, streamline and return to our clients the one resource no individual, family or business, regardless of means and resources, can ever have enough of: time.