Banta clients are served by a seasoned team of highly experienced professionals with expertise in securities analysis, risk management, portfolio design, retirement planning and many other aspects of wealth management. It takes an exceptional team to address the complexities of intergenerational wealth management while providing attentive, personalized client service.

Meet the Banta partners:


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