A Video Discussion: Introducing ETHIC, A WEALTH BANK
New Boston-based financial institution is built to customize and consolidate client service and solutions today and in the future
Oct 20, 2020, 11:12 ET
BOSTON, Oct. 20, 2020 /PRNewswire/ -- At Ethic, A Wealth Bank, thoughtful, personalized advice and a dedication to client service drives every decision. From its leadership team with long-standing roots in the community to its roster of industry experts and team of advisors, Ethic, A Wealth Bank, knows relationships matter most.
Please watch this video conversation between Marc A. White, President and CEO of Ethic, A Wealth Bank, and Matt Morse, CFA, Chief Investment Officer of Ethic Wealth Advisors LLC, introducing this financial institution:
About ETHIC, A WEALTH BANK
Launched in 2020, Ethic, A Wealth Bank, provides tailored solutions, transactional ease, and exceptional personalized service for its clients. Believing that a need existed for a new type of financial services firm, the founders built a wealth management institution that offers clients one comprehensive platform of integrated banking, lending, and investing services. Ethic, A Wealth Bank offers its investment advisory services through its subsidiary, Ethic Wealth Advisors LLC. Based in Boston and focused on community, Ethic, AWealth Bank serves New England's expansive high-net-worth community. Recent data reveals that three New England states are in the top 10 wealthiest states in the nation. Ethic, A Wealth Bank was developed to meet the wealth management needs of every generation and support clients in living a life in which their values are prioritized, their personal and professional endeavors are achieved, and goals are realized. Please visit www.ethicwealthbank.com.
Media Contact: Kelley Doyle, [email protected], 617-438-1237
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