Important Message for Our Clients

Our new Personal and Treasury Cash Management systems are live and ready.
To learn more: Personal | Business


When assets pass by beneficiary designation, they go directly to the beneficiary and are not controlled by the will or other estate planning documents of the client. No one tells you this when you ink someone’s name on an account document.

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Nicholas Bertha
Director of Wealth and Trust Planning, Fieldpoint Private Securities, LLC


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