Baylake Bank. Helping Build the Good Life. Member FDIC.

It is our mission in Private Banking to work with you in order to develop a thorough understanding of your financial picture so that we can help you best utilize your resources in order to reach your specific goals.


Couple outdoors

Let us work with you to create a long-term strategy to build or sustain your wealth.

Baylake Bank offers Private Banking designed to help you anticipate your next best financial move in any economic climate. Our Private Bankers follow a specific process that allows us to utilize our resources and develop a customized financial plan to help you reach your personal goals.

We work with you to understand your current circumstances, objectives and attitude toward risk.

Quantitative and qualitative analysis are used to select strategies that make sense for you.

The Private Banker selects the experts necessary to execute the strategies that we developed with your involvement.

Most importantly, our relationship with you is ongoing as we review and modify your plan as circumstances change.

Financial Planning Perspective

We believe that financial planning needs to follow a formal process. Therefore, we believe that each aspect of your plan needs to be addressed individually and then tied into your long-term objectives. You need to be involved with this process, therefore it will be necessary for you to provide us with both intellectual as well as factual data.

If you are willing, we would like to involve your other key advisors when we need to gather relevant information. We hope to work with you for the long term. We offer to stay involved as your situation changes so that we can proactively make adjustments to your financial plan.

Baylake Bank Private Banking - the best solution.

Working with Private Banking at Baylake Bank provides you with value because we put doing the right things for customers, communities and employees ahead of all else. We are highly principled financial service professionals who seek a long-term relationship with you based on trust and mutual benefit. Baylake Bank provides a wide variety of quality financial products and services that we can customize to serve your needs. We are able to deliver these solutions from an unbiased and objective perspective, where and when you want them.

Let Us Provide the Means to Reach your Dreams

arrow Financial Planning (Tax Planning, Estate Planning, Retirement Planning, Education Planning, and Insurance Planning)
arrow Legacy and Philanthropic Strategies
arrow Asset Management and Professional Administration
arrow Comprehensive Investment Plans
arrow Treasury Management
arrow Credit Services

Shared Values

We are committed to helping our customers fulfill their hopes and dreams in each of the stages of their lives. We strive to know and understand our customers and their financial needs.

We provide a wide variety of quality financial solutions and we provide them according to our customer's needs - not ours.

We utilize the financial planning process and recognize the importance of having your involvement.

Our core values include Integrity, Caring, Fairness, and Responsibility.

Equal Housing LenderBaylake Bank | 217 N 4th Avenue, Sturgeon Bay, WI 54235
(920) 743-5551 or (800) 267-3610
Copyright 2015 Baylake Bank.  All rights reserved.

Alison Fletcher
Alison Fletcher
Door County and Lakeshore
NMLS #523541

Marcia Smith
Marcia Smith
Door County and Lakeshore
NMLS #637342