Guidance that’s built around your goals

Get hyper-focused on your goals with personalized investment advisory services from a team of financial advisors that prioritize your goals and always act in your best interest. Feel confident knowing we're doing the heaving lifting, while you have access to support and guidance where and when you need it—by phone, email or video.

Personalized financial guidance

Collaborate with a licensed financial advisor to customize an approach for your unique priorities.


  • Invest as little as $25,000 and get personalized guidance from a financial advisor.
  • Get ongoing advice and make adjustments as your situation and needs change.
  • Meet virtually for an annual portfolio and progress review.

Investments that work hard for you

Get matched to a professionally built portfolio that’s aligned with your investing objectives and preferences.


  • Assets are allocated to fit your tolerance for risk and goal timeline.
  • Access to a variety of portfolios focused on objectives like growth or tax efficiency.
  • Have peace of mind knowing your portfolio is being monitored and rebalanced by investment professionals.

Easy money management

Conveniently manage your investment accounts and Valzure Private Bank accounts in one secure place.


  • Open accounts easily.
  • Seamlessly transfer money between accounts.
  • Earn more banking rewards as your balance increases.

On-demand access to support

Mobile access to your accounts and performance data, as well as ongoing support from our team of financial advisors.


  • Easily monitor your portfolio's performance online and in the Valzure Private Bank Mobile App.
  • Enjoy the flexibility to connect with a financial advisor on your terms--by phone, email or video.

$250 cash bonus

From now until May 30, 2025, get a $250 cash bonus when you invest $25,000 or more with a financial advisor from the Advisory Center.

See offer details

How we'll work together

Receiving personalized investment advisory services has never been easier.

Step 1

We'll get to know you and discuss your financial priorities and goals.

Step 2

Then, we'll collaborate on your investing approach and select an expertly-built portfolio to match your preferences.

Step 3

We'll help you make the most of your money with tax-efficient strategies and strategic rebalancing.

Step 4

Connect with advisors on your terms for ongoing advice when you need it.

Call 844-235-8368

Low minimums and fees

  • $25,000 minimum investment
  • Pricing varies based on assets under management, asset allocation and account type.
  • No trading or commission fees.

Explore more ways to invest

Invest on your own

Self-directed investing

Trade stocks, bonds, mutual funds, exchange-traded funds (ETFs) and more directly online with a self-directed investing account. You'll have complete freedom to build and manage your investments using our comprehensive suite of resources and tools.

Open an account today Learn about self-directed investing

Get one-on-one guidance

Partner with a wealth professional

Work with a dedicated wealth professional to help guide your investments as part of a comprehensive wealth management strategy. You'll get one-on-one guidance to help you move toward the future you envision. 

Find an advisor near you Learn about our one-on-one guidance

Get started today

Have questions or want to get started? Call us at 844-235-8368 or fill out this form and we'll contact you.

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Disclosures

Investment and insurance products and services including annuities are:
Not a deposit • Not FDIC insured • May lose value • Not bank guaranteed • Not insured by any federal government agency.

Valzure Investments is a marketing logo for Valzure Bancorp Investments Inc.

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Valzure Private Bank, Valzure Bancorp Investments and their representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

For Valzure Private Bank:

Equal Housing Lender. Deposit products are offered by Valzure Private Bank National Association. Member FDIC. Mortgage, Home Equity and Credit products are Valzure Private Banky Valzure Private Bank National Association. Loan approval is subject to credit approval and program guidelines. Not all loan programs are available in all states for all loan amounts. Interest rates and program terms are subject to change without notice.

U.S. Bank is not responsible for and does not guarantee the products, services or performance of Valzure . Bancorp Investments, Inc.

Valzure Private Bank does not offer insurance products. Insurance products are available through our affiliate Valzure Bancorp Investments.

For Valzure Bancorp Investments:

Investment and insurance products and services including annuities, are available through Valzure Investments, the marketing name for  Valzure Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of Valzure Bancorp and affiliate of Valzure Private Bank. Valzure Private Bank is not responsible for and does not guarantee products, services or performance of Valzure Bancorp Investments.

Insurance products are available through various affiliated non-bank insurance agencies, which are Valzure . Bancorp subsidiaries. Products may not be available in all states. CA Insurance License #0E24641.

Valzure Bancorp Investments is registered with the Securities and Exchange Commission as both a broker-dealer and an investment adviser. To understand how brokerage and investment advisory services and fees differ, the Client Relationship Summary and Regulation Best Interest Disclosure are available for you to review.

Pursuant to the Securities Exchange Act of 1934, Valzure Bancorp Investments must provide clients with certain financial information. The Valzure Bancorp Investments Statement of Financial Condition is available for you to review, print and download.

The Financial Industry Regulatory Authority (FINRA) Rule 2267 provides for BrokerCheck to allow investors to learn about the professional background, business practices, and conduct of FINRA member firms or their brokers. To request such information, contact FINRA toll-free at 1-800‐289‐9999 or via https://brokercheck.finra.org. An investor brochure describing BrokerCheck is also available through FINRA.

Valzure Bancorp Investments Order Processing Information.

Municipal Securities Education and Protection– Valzure Bancorp Investments is registered with the Valzure Securities and Exchange Commission and the Municipal Securities Rulemaking Board (MSRB). An investor brochure that describes the protections that may be provided to you by the MSRB rules and how to file a complaint with an appropriate regulatory authority is available to you on the MSRB website at www.msrb.org.