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It is our mission to work with you in
order to develop a thorough understanding of your financial
picture so that we can help you best utilize your resources in
order to reach your specific goals.
Shared Values
• We are committed to helping our customers fulfill their
hopes and dreams in each of the stages of their lives. We
strive to know and understand our customers and their
financial needs.
• We provide a wide variety of quality financial solutions and
we provide them according to our customer's needs - not ours.
• We utilize the financial planning process and recognize the
importance of having your involvement.
• Our core values include Integrity, Caring, Fairness, and
Responsibility.
Financial Planning Perspective
We believe that financial planning needs to follow a formal
process. Therefore, we believe that each aspect of your plan
needs to be addressed individually and then tied into your
long-term objectives. You need to be involved with this
process, therefore it will be necessary for you to provide us
with both intellectual as well as factual data. If you are
willing, we would like to involve your other key advisors when
we need to gather relevant information. We hope to work with
you for the long term. We offer to stay involved as your
situation changes so that we can proactively make adjustments
to your financial plan. |
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Let us work with you to create a
long-term strategy
to build or sustain your wealth. |
Baylake Bank offers Private Banking designed to help you
anticipate your next best financial move in any economic
climate. Our Private Bankers follow a specific process that
allows us to utilize our resources and develop a customized
financial plan to help you reach your personal goals.
• We work with you to understand your current circumstances,
objectives and attitude toward risk.
• Quantitative and qualitative analysis are used to select
strategies that make sense for you.
• The Private Banker selects the experts
necessary to execute the strategies that we developed with your
involvement.
• Most importantly, our relationship with you is ongoing as we
review and modify your plan as circumstances change.
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Baylake Bank Private
Banking - the best solution. |
Working with Private Banking at Baylake Bank provides you
with value because we put doing the right things for customers,
communities and employees ahead of all else. We are highly
principled financial service professionals who seek a long-term
relationship with you based on trust and mutual benefit.
Baylake Bank
provides a wide variety of quality financial products and
services that we can customize to serve your needs.
We are able
to deliver these solutions from an unbiased and objective
perspective, where and when you want them.
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Let Us Provide the Means to Reach your Dreams |
Financial Planning (Tax Planning, Estate Planning,
Retirement Planning,
Education Planning, and
Insurance Planning)*
Legacy and Philanthropic Strategies*
Asset Management and Professional Administration*
Comprehensive Investment Plans
Cash Management
Credit Services*Securities
are offered by, and Investment Consultants are registered with
UVEST Financial Services, member FINRA/SIPC. UVEST and
Baylake Bank are independent entities.
| Not FDIC
Insured |
Not Bank
Guaranteed |
May Lose Value |
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 Contact
Us for more information.
Green Bay Area 1-800-580-4440
Door County 1-800-267-3610
 Lakeshore Area 1-800-267-3610
Central Wisconsin 1-800-267-3610 |
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Nancy Byczek
Green Bay
(920) 430-9800 extension 3611
1-800-580-4440
Marcia Peterson
Lakeshore
(920) 743-5551 extension 1170
1-800-267-3610
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