Search for: Login What's right for the client, period. We sit on the same side of the table with our clients, serving as your advocate in the financial world. From private banking to wealth and trust advisory, our team will help you strengthen and sustain wealth, and all it can accomplish. The Fieldpoint Difference Commercial Banking Personal Banking Investment Advisory Wealth & Trust Planning Tax Alert: The Changing Calculus Ways & Means weighs in on Biden Tax Proposals, with significant changes. Learn More Read More Investment Perspectives Nicholas Bertha Director of Wealth and Trust Planning, Fieldpoint Private Securities, LLC Personalized Service From Industry Leaders Fieldpoint Private puts clients first, always. With customized options, our team will help you strengthen and sustain your assets in a way that helps you reach your goals, grow your wealth and simplify your life so you can get back to doing what you love most. Our advisors and bankers work across the United States, and are committed to being accessible and communicative. Service and thought leadership starts at the top. Meet the leaders who have built a unique financial institution around extraordinary service to our clients. Meet Our Team Contact Fieldpoint Private provides clients access to products and services offered through bank and non-bank affiliates. Banking services offered through Fieldpoint Private Bank and Trust Member FDIC – Equal Housing Lender. NMLS 408942. Securities and Registered Investment Advisory Services offered through Fieldpoint Private Securities, LLC, an SEC registered investment advisor and broker-dealer. Member, FINRA, MSRB and SIPC. Securities, brokerage, investment advisory and other non-deposit investment products: Are not FDIC insured—Are Not Bank- Guaranteed— May Lose Value, Including The Principal Invested. Neither Fieldpoint Private Bank and Trust nor Fieldpoint Private Securities, LLC provide tax or legal advice. Check the background of Fieldpoint Private and our investment professionals on FINRA’s Broker Check. Terms of Use Business Continuity Privacy Policy and Security Email Disclaimer Consumer Protection System Requirements Accessibility Fieldpoint Private Securities Disclosures CRS Disclosure