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Private Client Services

Step Up to the Next Level of Service

Get Started with Private Client Services

Private Client Services

Concierge financial services to fit your busy life.

An Elevated Banking Experience

Elements Financial prides itself on providing all our clients with exceptional service. But what if your wealth and well-being require additional time, care, and attention? For you, there's Elements Financial’s Private Client Services. You’ll be assigned your own Private Client Representative, who’ll personally handle your individual financial affairs. Your valuable time is freed up, so you can dedicate it to the things you enjoy most. You do more with us—let us do more for you.


Private Client Services include:
  • Concierge-level service beyond regular business hours
  • A single point of contact for all your credit union business
  • Providing personalized solutions based upon your assets, goals, and unique financial situation

Let’s simplify your life.

You can rely on the personalized attention we give our clients, from assisting with day-to-day transactions and accounts to supporting more in-depth financial needs. We also offer a vast knowledge of Elements products, services, and most importantly, people, who we can connect you with to achieve your financial milestones.

Meet Our Private Client Representatives

I was a private banking client at a national bank for over 20 years. I had been wanting to make a change in my banking provider for many years but did not want to spend the time and hassle to make the switch. My Elements Private Client representative made the transition simple and seamless.

- Cindy Zweber-Free, Regional Vice President, Allied Solutions, Indianapolis, IN
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You’ve spent years building your success.

Let us help you manage it.


Contact Us to Get Started

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