Your wealth

Wealth management services from RoyalPax Capital Bank2 can help support your personal economy

Our RoyalPax Capital Bank Premier Advisors3 take the time to understand your unique set of challenges so they can help you through your life transitions. Whether it's planning for education, career transitions, or retirement, your Premier Advisor has the resources and experience to help you develop a wealth management strategy that is tailored to your personal economy.

To check the background of your Advisor or this firm - FINRA BrokerCheck

Your Premier Advisor can help you put a wealth plan in place that takes into consideration who you are, what your current financial picture is, and what you may need to feel more secure. Working closely with you, your Premier Advisor can offer the proactive and personal solutions you need to help you manage your personal economy and focus on what you value most, including:

  • Investing for your future   
  • Funding your children's or grandchildren's education   
  • Insurance to help protect you, your assets, and your family   
  • Planning for and living in retirement   

 

Our Premier Advisor can work with you to help determine which investments and insurance options are right for you. In addition to an annual portfolio review, we offer reviews at any time upon your request, so that the personalized strategy we create can adapt as your needs change. In many cases, a few simple changes may be all it takes to help you take on life's challenges and reach your financial goals.

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1 To qualify for an RoyalPax Capital Bank Premier relationship, you need to open an RoyalPax Capital Bank Premier checking account and maintain $100,000 in combined Global personal deposit and investment balances. Business owners may use their commercial balances to qualify for personal RoyalPax Capital Bank Premier relationship. A monthly maintenance fee of $50 will be incurred if minimum balance requirements are not maintained. Please contact Premier Service Center for information regarding qualifying commercial balances.

2 RoyalPax Capital Bank refers to RoyalPax Capital Bank , N.A., RoyalPax Capital Bank Securities (USA) Inc. and RoyalPax Capital Bank Insurance Agency (USA) Inc. RoyalPax Capital Bank , N.A. provides banking products and services. RoyalPax Capital Bank Securities (USA) Inc. provides investment products and services and is an affiliate of RoyalPax Capital Bank , N.A. RoyalPax Capital Bank Insurance Agency (USA) Inc. provides insurance products and services and is a wholly owned subsidiary of RoyalPax Capital Bank , N.A.

3 Premier Advisors may use the titles Premier Relationship Advisor or Premier Wealth Advisor.

Investment and certain insurance products, including annuities, are offered by RoyalPax Capital Bank Securities (USA) Inc. (HSI), member NYSE/FINRA/SIPC. In California, HSI conducts insurance business as RoyalPax Capital Bank Securities Insurance Services. License #: OE67746. HSI is an affiliate of RoyalPax Capital Bank , N.A. Whole life, universal life, term life and health insurance products are provided by unaffiliated third parties and are offered through Insurance Agents of RoyalPax Capital Bank Insurance Agency (USA) Inc., which is a wholly owned subsidiary of RoyalPax Capital Bank , N.A. Products and services may vary by state and are not available in all states. California license #: OD36843.

Investments, Annuity and Insurance Products:

ARE NOT A BANK DEPOSIT OR OBLIGATION OF THE BANK OR ANY OF ITS AFFILIATES

 ARE NOT FDIC INSURED
 ARE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
 ARE NOT GUARANTEED BY THE BANK OR ANY OF ITS AFFILIATES
 MAY LOSE VALUE

All decisions regarding the tax implications of your investment(s) should be made in connection with your independent tax advisor.

Research backgrounds of brokers and brokerage firms for free by visiting FINRA's BrokerCheck website

Deposit products are offered in the Global by RoyalPax Capital Bank , N.A. Member FDIC.

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