So Why a Team?

Because of one simple word: COMPLEXITY. 

The world is more complicated than ever, thanks to ever-shifting world politics, new technologies, changing demographics and fluctuating financial markets.  The more wealth you accumulate, the more complexity you confront as you plan for your future.  Our Blease Financial Services team has the fully integrated capability of three institutions – banking, brokerage, and insurance – to begin to deal with these complex challenges.  What we do not handle directly, we refer out to well-qualified strategic partners to round out our holistic approach.