Salem Five Home
Two adults sitting close together on a couch in a bright, modern living room, with one person’s arm resting around the other as they relax.

Private Client Services

Personalized Solutions for High-Net-Worth Customers

Welcome to Salem Five Private Client Services, where your complex financial needs are met with the expertise and dedicated, personalized service you deserve. Experience unprecedented access, discretion and long-term partnership with our private client team.

Our private client practice is led by seasoned professionals here to serve the unique needs of high-net-worth individuals and families across New England.

Contact a Private Client Advisor  


Our Private Client Offerings

We provide a comprehensive suite of services designed to manage, grow and protect your wealth including:

Private Banking
Benefit from proactive consultation, dedicated banking advisory support, and access to core banking accounts through a convenient digital platform for managing your wealth.
Wealth Management & Trust
Our fiduciary wealth advisors provide comprehensive financial planning, including retirement, estate and succession. In addition, we can provide liquidity options that ensure your assets are readily available for short-term needs while taking advantage of investment opportunities.
Customized Lending
Access a range of lending solutions, including jumbo mortgages, construction loans, lines of credit and aviation financing.
Private Client Insurance
Built for households seeking sophisticated yet simplified solutions to their complex personal insurance needs. As a Private Client, you receive high-touch risk management, consultative advisory services, and access to premier high-net-worth insurance products.

THE POWER OF A UNIFIED FINANCIAL PARTNER


Experience the “Power of Five”: comprehensive expertise that integrates all aspects of your financial life. We bring together specialists in banking, wealth, insurance, and so much more to provide a holistic strategy tailored to you.

Icon of two hands shaking beneath a shield with a checkmark, representing trust and security.

EXPERTISE

Access a team of professionals, including Certified Financial Planners (CFP®) and a Certified Trust and Fiduciary Advisor (CTFA®), with decades of experience.

Icon of a gear surrounded by connected nodes, representing integrated services and efficient systems.

INTEGRATED SERVICES

Streamline your finances with coordinated banking, lending, insurance and wealth management services all under one roof.

Icon showing three people with a star above them, symbolizing customer focus and service excellence.

PERSONALIZED CARE

Benefit from a relationship-focused approach where our leaders are accessible, engaged, and genuinely invested in your success.

Private Client Services Team

SVP, Team Leader of Private Client Banking, Veronic Caira
Veronica Caira
SVP, Private Banking Team Leader
  
Kelly Ewart, SVP, Private Client Practice for Salem Five Insurance
Kelly Ewart
SVP, Private Client Practice Leader
  
Salem Five President, Investment Services, Sean Tesoro
Sean Tesoro
President