our clients

Banta Clients: A Profile

We serve high net worth individuals at all stages of their lives. They turn to Banta for help planning retirement, building legacies for their children, transitioning to a new phase of life, or meeting any other challenge.

Most, but not all, of our clients fit this profile:
  1. Invested/investable assets of $500,000 to $20 million or more
  2. Live within their means
  3. Seek long-term growth rather than short-term cash flow
  4. Have realistic expectations and goals
  5. Are comfortable delegating financial management to others
  6. Value long-term advisory relationships
We are honest, open, communicative and respectful, and we enjoy serving clients who share those values. Please call us at 800-513-5899 to find out if we are a fit for each other.

 

We work objectively and tirelessly on your behalf to help achieve your goals. We’ve consistently earned the trust of high net worth families for more than 40 years. ...more>>