Private banking redefined.

Banking at your level.

Greater wealth brings greater complexity.

You expect more than typical private banking services. We provide elevated financial services for your elevated financial expectations.

Investment Services

At Loft, our Raymond James Financial Services advisors speak to you directly to learn the unique details of your circumstances and help you develop a plan that's right for you.

Banking Services

Loft Advisors will help you manage your financial plan through proactive guidance and regular reviews with your other trusted providers.