Integrated Wealth Strategies Tailored to You.
A dedicated team of local Relationship Managers who know you and work alongside the professionals you trust.
Wealth isn’t just something you accumulate. It’s something you navigate.
Charting the Course™ to what’s next, with clarity, discretion, and confidence.
Your local team
The people behind Private Client. Reach out to any of us directly.
Jim Stephens, AWMA®
Private Client Relationship Manager & Team Lead
971-382-0162
[email protected]
NMLS #832585
Cassandra Saude, AWMA®
Private Client Relationship Manager
503-339-2433
[email protected]
NMLS #1484647
Erin Rodriguez, FPQP®
Private Client Relationship Manager
971-382-0130
[email protected]
NMLS #2694358
Emily Pelayo
Private Client Associate
971-374-2904
[email protected]
NMLS #2842592
Curious how Private Client can help?
Our Private Client offering is designed for members who meet one of the following criteria:
Combined deposit and/or investment balances of $250,000 or more
Personal net worth of $1,000,000
Owners and executives of a Maps Commercial business
Want to explore how we can help? Start a conversation with our team.
Moments we help you navigate
Banking
Exclusive accounts, digital resources, preferred rates, and premium service provide a pleasurable day-to-day banking experience.
Borrowing
Home loans, equity lines, auto loans, and financing for investment property, with preferred rates and one team that sees your whole financial picture.
Retirement
Whether you’re years out or already there, we help you prepare for the transition. We team with our Maps Investments advisors for financial planning and investment strategy.
Business Succession
Whether you’re selling, passing it to family, or bringing in new leadership, we’re with you through the process.
Legacy & Estate
We strategize with your experts so your accounts, beneficiaries, and documents actually reflect your wishes.
Life Transitions
Sending kids to college, receiving an inheritance, losing a spouse, buying a business. When life changes your financial picture, we help you adjust with care.
Your next steps
A Conversation
We listen first: your situation, your goals, and what’s next for you.
A Clear Picture
We map where Private Client can help, whether that’s banking, borrowing, planning, or all three, so you can see the full path ahead.
A Relationship That Lasts
We build a plan around your goals and keep it current as life changes. The goal is a relationship that serves you and your family for generations.
Ready to talk about what’s next?
Let’s explore a relationship that lasts.