About Ozaukee Bank Private Banking...

As a Private Banking client, you will enjoy the benefits of our personalized service. You will work directly with a banker who is experienced in all areas of banking and credit. In addition, your banker will use an objectives-based approach to meeting your financial needs.

What is the Profile of a Private Banking Client?

Ozaukee Bank understands our affluent customers have unique needs. We provide Private Banking services to respond to and meet those specific needs.

Our Private Banking customers may be working or retired executives, business owners, or professionals that are looking for personalized care for themselves and/or their families.

All of our Private Banking clients meet at least one of the following criteria:

Private Banking Products and Services

One of our primary objectives is to save you time and help you meet your financial objectives. The Ozaukee Bank Private Banker has the expertise to work with you and your unique financial situation. Using a purposeful approach to understanding your needs, they take the time to generate an appropriate recommendation of products and services.


If you would like to meet with an Ozaukee Bank professional to help you design a plan to meet your financial goals, please print out and complete the Financial Services Application or Contact Us today at 262.377.9000. The information that you provide will serve as a basis for our understanding of your financial profile and better prepare us to discuss all of the relevant areas of your current and future financial objectives.