We coalesce private banking with our clients' most trusted independent wealth advisory relationships, helping strengthen and sustain wealth, and all it can accomplish.

The Fieldpoint Difference
Commercial Banking

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.

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Personal Banking

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.

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Trust Services and Wealth Transfer Planning

Delegated and directed trusts, and a modern, custom approach dedicated to the continuity of your legacy and faithfulness to your intentions.

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Introducing 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.

 

Personal Business

Who Doesn’t Like Tax Free Capital Gains?

QSBS & The Entrepreneur In this age of start-ups and founders everyone is looking for an edge. Smart tax planning can be one. There are a lot of tools in the tax planner’s kit; some however, less well known and utilized than others. One device that can be quite powerful…

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Nicholas Bertha
President, Fieldpoint Private Trust, LLC

Personalized Service From Industry Leaders

Fieldpoint Private brings together the advisory expertise of our independent wealth management partners with the products, technologies and state-of-the- art service that bring banking and wealth management 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.

Meet Our Team
            1. Subject to credit approval. Ask for details. Mastercard® is a registered trademark of Mastercard International Incorporated. Certain restrictions, limitations, and exclusions apply. Please consult your Guide to benefits for specific benefit configuration. Fieldpoint Private jointly markets with Pinnacle Bank, a Tennessee Bank, to issue credit cards. Visit FieldointPrivate.MyApexCard.com to learn more.
            1. For details on Rewards Program, please visit (https://Fieldpointprivate.myapexcard.com/#p=application/rewardsTerms). Rewards options are subject to change without notice.
            2. We group similar merchant category codes into Purchase Categories that are used to calculate the stated rewards. We make every effort to include all relevant merchant category codes in the listed Purchase Categories. However, even though a merchant or the items that it sells may appear to fit within a Purchase Category, the merchant may not provide us with the merchant code that will fall within that Purchase Category. Because of this, we cannot guarantee that a purchase will qualify for more than the standard 1% (one percent) cash back as any purchase where a merchant uses a category code outside of the eligible Purchase Category does not qualify for additional rewards cash back.

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