
Concierge Care for Your Finances
You know your patients’ risk factors, goals, and chief concerns, but does your banker know yours?
North Shore Bank has provided customized, individualized financial services to Duluth’s physicians and qualified individuals since 1905. That’s over 100 years of experience delivering Private Banking services to healthcare workers in our community. We know how hard you work—our goal is to deliver that same standard of care to you.
You work hard for our community. We work hard for you.
Private Banking for Physicians
Physicians have a unique set of financial circumstances. Are you paying off medical school debt? Considering a vacation home? Eyeing private school for the kids? Here’s how we can help.
- Financial planning. We have over 100 years of experience helping physicians and high-net-worth individuals plan for their financial futures.
- Portfolio management. Higher earners enjoy significant investment opportunity. We’ll guide an investment strategy that supports your short- and long-term goals.
- Home financing. New to town? Ready to scale up? Our mortgage division can simplify the loan process.
- Student loan repayment. We can help you pay off those med school bills on a timeline that benefits you.
- Trust and estate planning. Whether it’s funding a new oncology suite or sending the grandkids to college, we’re here to help you build your legacy of care.
What is Private Banking?
Private Banking is just what it sounds like—customized, exclusive banking services tailored to your specific goals.
You’ll be paired with an experienced Private Banking Executive who will take the time to understand your financial objectives, develop strategies just for you, and serve as your personal liaison for all of your banking needs.
How do I qualify for Private Banking?
North Shore Bank reserves our Private Banking Services for qualified individuals that typically meet one or more of the following criteria:
- Medical doctor, dentist, chiropractor, attorney, accountant, or veterinarian
- Annual household income of $250,000 or more
- Annual individual income of $200,000 or more
- Net worth of $1,000,000 or more
- Cash or cash equivalent of $500,000 or more