OpenSeal Asset Management

Experience the full possibility your wealth creates

Wealth is more than money. Managed the right way, it can be a tool that gets you closer to your goals. That's where we can help. Putting our clients first has made us the a leading wealth manager.

Risk Management

We bring your finances together into one comprehensive strategy to help you achieve your goals.

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Lending

We take a strategic approach to lending, working with you to craft the right financing solutions matched to your goals.

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Private Banking

We have extensive personal and business banking resources that are fine-tuned to your specific needs.

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Investing

We deliver tailored investing guidance and access to unique investment opportunities from world-class specialists.

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Meet Your Personal Financial Objectives

We understand that managing your wealth requires a bank you can trust. Our Private Bankers are responsive, nimble and dedicated to helping you manage the sensitive and complex challenges of your family’s assets. We’ll work with you to develop a plan that considers your goals, your tolerance for risk and your time frame.

Shared values

Global citizens – while proud citizens of their home countries – are increasingly global in their presence, thinking and activities. They have family members, homes, businesses, investments and homes across many countries. They are natural entrepreneurs and innovators. They invest thoughtfully and give back to their communities and society in many ways. It is our privilege to serve our global citizen clients and we proudly share their values.

Protect What Matters Most

Our comprehensive wealth management approach includes investments, insurance, retirement planning, college saving, intergenerational planning and portfolio lending. We’re here to build a relationship that lasts for generations.

Manage and Protect Your Wealth

OpenSeal's experienced team of investment professionals has a thorough understanding of financial markets. Our team brings energy and passion to devising strategies to meet your unique financial goals. We balance the business factor with the human factor.

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Why Private Banking?

Private Banking provides you with superior banking services, including exclusive accounts, customized lending solutions and access to a full-suite of financial and wealth planning solutions all built around your unique needs.

Deposit Solutions

Exclusive checking, savings, and money market accounts with preferred rates

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Credit Solutions

Premier credit cards and customized lending solutions

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Practice Solutions

Lending solutions build around your practice

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Built around you and your wealth

With a dedicated private banker focused on your banking needs, our objective is to help simplify and enhance your entire financial picture. We take a holistic approach to your finances and invite you to discover an experience tailored to your financial goals.