Private Client Group

Private Client Group

Sonabank is proud to introduce the Sonabank Private Client Group. The Sonabank Private Client Group is for individuals, families and business owners with unique banking and wealth management needs.

At Sonabank, we work hard everyday to help our customers realize their dreams. Whether you’re investing in the future, or saving for a rainy day, our experts work closely with you to develop a comprehensive strategy so you can achieve your financial goals. From investment advice* to portfolio management, to wealth structuring and estate planning, the Sonabank Private Client Group will provide the tools and flexibility you’ll need to create a customized financial solution that is right for you.

Private Banking

Find out more about the Private Banking solutions we offer, and meet our specialists.

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*Investment and Insurance products and services are offered through INFINEX INVESTMENTS, Inc. Member FINRA/SIPC. In Massachusetts, insurance products are offered through Infinex Insurance Agency of Massachusetts, Inc. Infinex and the bank are not affiliated. Products and services made available through Infinex are:

  • Not insured by the FDIC or any other agency of the United States
  • Not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate
  • Subject to investment risk, including the possible loss of value.