Partnership with TriState Capital

Partnership with TriState Capital

Our partnership with TriState Capital Bank enables us to continue to deliver superior services to our clients. TriState Capital Bank’s history of innovative, actionable lending solutions is what makes them our preferred banking partner. Just as we are stewards of your wealth management, TriState Capital Bank provides steadfast dedication to personalized service and sophisticated solutions. As a client, you can expect concierge level service and will l benefit from:

  • Checking and money market deposit accounts
  • No fee for Online Banking and Bill Payment
  • No fee for Overdraft Protection with a linked Deposit Account
  • Certificates of Deposit
  • Free Debit Cards and ATM Transactions
  • Treasury Management
  • Competitive rates and interest-only payments
  • Fraud Prevention
  • ACH Pay and Origination 
  • Electronic Statements

In addition to providing traditional banking services to our clients, TriState Capital also provides our clients with competitive rates on lending through Securities-Backed Line of Credit (SBLOC). With an SBLOC, clients use their investment accounts as collateral to access between 50%-60% of a diversified investment account portfolio. A collateral loan affords Olson Wealth Group clients the ability to avoid a forced sale of their investment portfolio, with may generate a tax bill, to satisfy their liquidity need. The Tri-State SBLOC line is offered with no points, closing costs, valuation fees using a reasonable underwriting period. Funds can fulfill personal or business needs at competitive rates, and there are no fees associated with this loan. Any non-qualified account, including equity, fixed income, and cash and cash equivalents, may be used as collateral. 

You are under no obligation to use the services of TriState Capital and may choose any qualified professional to provide Banking Service TriState Capital and their services are not affiliated with LPL Financial Olson Wealth Group.