Our Approach

FirstMerit PrivateBank provides clients with a team of experts offering the same breadth and depth of products and services as the larger, national institutions, but with the local community bank delivery you have come to expect from FirstMerit.  

Wealth Stages

Our process starts with a private consultation to identify your current financial life stage and the most appropriate strategies to help you reach your objectives.

Wealth Stage: Create

Wealth Stage: Create

From investing and managing assets and liabilities, to funding entrepreneurial ventures, this stage is foundational.


Strategies & Solutions

  • Provide tailored, specialized credit services
  • Develop and execute wealth management strategies
  • Create a personalized investment plan
  • Suggest appropriate brokerage services
  • Simplify day to day banking
  • Organize cash for higher liquidity

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Wealth Stage: Manage

Wealth Stage: Manage

From structuring the sale of a closely held business, to exercising stock options, managing an inheritance or retirement plan distribution, this stage is crucial.


Strategies & Solutions

  • Integrating and customizing a financial plan for all of your financial needs
  • Business succession planning
  • IRA rollovers
  • Retirement planning

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Wealth Stage: Preserve

Wealth Stage: Preserve

From minimizing taxes*, preserving capital, to managing risk or preparing for changes in  family circumstances, this stage is reassuring.


Strategies & Solutions

  • Tax* planning
  • Tax sheltered vehicles
  • Estate planning and trust services
  • Insurance services
  • Strategic asset allocation
  • FirstFamily Wealth Advisory services

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Wealth Stage: Distribute

Wealth Stage: Distribute

From structuring the transfer of wealth to future generations, charitable giving, to funding education, this stage is your legacy.


Strategies & Solutions

  • Charitable giving strategies
  • Targeted investment options
  • Trust administration
  • Estate settlement

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* FirstMerit Bank, N.A. and its representatives do not provide legal or tax advice. Individuals should consult their personal legal/tax advisor(s) before making legal/tax related decisions.


Investment and Insurance Products Are:
Not FDIC InsuredNot A DepositNot Insured By Any Federal Or State Government AgencyNot Bank GuaranteedMay Lose Value