Private Banking

Get the most from your relationship with us. As a private banking client, you’ll have exclusive solutions designed for your unique lifestyle and future plans.

FIND AN ADVISOR FIND AN ADVISOR"

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Committed to You and Your Story

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Your financial goals are personal. We get to know you, your family, lifestyle, and future goals to help you plan for today and years down the road.

When you work with our team of experienced private banking and wealth management advisors, you’ll have confidence knowing decisions are made with your entire financial life in mind.

Take your next step in confidence, as you -

Set financial goals for you and your family
Prepare for changes in your career or business
Prepare for and transition to retirement
Protect your assets and your loved ones

Benefits of Private Banking

As your needs shift and grow more complex, you’ll have a team of advisors dedicated to understanding your financial and personal goals.

Comprehensive View

We approach your finances from multiple angles, so you don’t have to worry about missing a thing. With banking and wealth advisors on your side, you can be certain every aspect of your financial life is accounted for.

Team of Experts

Together, we will work closely with you to build the right team focused on crafting a plan as unique as you, including outside professionals and advisors from Johnson Financial Group. Count on your team – local community partners –to be here, when and where you need us.

Concierge Service

Simplify managing your money and financial plan when you work with a dedicated team including your private banker who can be your single point of contact for most or all of your financial services.

Tailored Solutions

We go beyond the surface of your finances to uncover a deep understanding of you, your goals and how you can overcome challenges and maximize opportunities. From there, we’ll match you with innovative banking and wealth solutions that are unique to you, along with preferred deposit and loan rates.

Our Approach

Listen

Committed to understanding your goals.

Advise

Provide advice and solutions for your changing needs.

Review

Ongoing reviews with your team to ensure your plans are on track.

I built my veterinary practice by making relationships a priority. Of utmost importance was our financial and banking relationship.  I found an exceptional partner and advisor in our commercial banking lending team at Johnson Financial Group. They took time to learn the business and approached the advisory role as if they were looking out for the best interests of The Animal House, almost as if it were their own entity. They tailored their approach to align with my personality and work style. This is the essence of what Johnson Financial Group brings to the relationship, respect for the client and integrity in business dealings.

Dr. Pat Warpinski

Private Banking and Wealth Client, Green Bay
In Minneapolis, we did our banking with a very large institution. There were no personal ties. When we came to Madison, we met with a Johnson Financial Group banker who knew our names and learned about our situation and our goals. We started with private banking and quickly added mortgage and wealth management. Many years later, when my job was eliminated, the Johnson Financial Group team was right there to work through financial scenarios, which gave us confidence in our next steps. We recommend the JFG team for anyone seeking financial expertise on a first-name basis.

Kelly C.

Private Banking and Wealth Client, Madison
When we moved our accounts to Johnson Financial Group, I really noticed a culture shift. It didn’t feel corporate, rather it felt like we were working with neighbors and friends. Even though I’d had good banking relationships before, this was completely different. It’s been easy to work with JFG—I can’t emphasize that enough. Our approach has always been to find the best possible partners and lean into their advisory skill sets. This requires a high level of confidence and trust. We now have this financial team—across wealth management, banking and trusts—who we can call when we have a big decision to make. If you’re looking for a partner who’s truly going to look out for your best interests, look at JFG.

Collette LaRue

Private Banking and Wealth Client, Green Bay
What we had before, with a very large bank, was a purely transactional relationship. There, the basic wealth services were too templated, too cookie-cutter. But the concierge wealth services didn’t fit either— someone there told us, ‘You’re not really in my target audience but I’ll help you out.’ We don’t want either of those things. What we want is real partners watching out for us and that’s what we got at Johnson Financial Group. At JFG, we get advice from people who know us, designed for our wealth situation and our life stage.

Lindsay F.

Private Banking and Wealth Client, Madison

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Together, we’ll help you with exclusive solutions.

No matter what financial needs you or your family may have, our team is there for you. From simple to complex, we will work closely with you to provide solid financial advice and innovative solutions to help you achieve your goals.