Skip to main content
Close

Before you go

You are about to leave flagstar.com and access a site administered by a third-party. The site you are going to may have different privacy and security policies. We recommend that you review these policies on the linked site. If you choose to proceed, a new browser window will open. To return to flagstar.com, close the new browser window.

Wealth Management

Each relationship is customized around you – our client.

 

 

Focused on you, your family, and your business

Client-centric

Flagstar Private Bank's approach is centered around a single point of contact banker who has access to lending, banking, and wealth solutions.

Customized solutions

We maintain an independent and client-centric lens in each dimension of your relationship.

Results-driven

Our focus is on your goals and getting you where you want to go.

Wealth solutions for yourself, your family, and your business

Make informed decisions with guidance from talented specialists who understand your goals and needs. We bring experience and responsive support to your finances.

Dedicated to helping advance your financial goals

At Flagstar Securities, we are committed to helping you reach your financial goals. Effectively protecting and growing your wealth while minimizing risk demands professional focus and informed, well-researched planning and solutions.

Outlook and Insights

Beyond the Collateral

Flagstar Private bank star

Irene Bowers
Head of Insurance

"Insurance isn't an administrative line item. Properly structured, it is a balance sheet defense engine."

Flexible Access to Liquidity

Flagstar Private bank star

Insights from the
Private Bank

"When managing complex, concentrated wealth, a securities-based line of credit can be a strategic tool that provides flexible access to liquidity without disrupting a long-term investment strategy or necessarily triggering a taxable event."

Higher rates.
Higher stakes.

Flagstar Private bank star

Brett Mitstifer, CFA
Flagstar Chief Investment Officer

"The decision is less about one or two additional quarter-point moves and more about the Fed's willingness to protect its credibility and send a message." 

Double jeopardy

Flagstar Private bank star

Brett Mitstifer, CFA
Flagstar Chief Investment Officer

"Double jeopardy is a legal protection that prevents the government from prosecuting or punishing a person more than once for the same offense. The concept is rooted in fairness: once the state has had its opportunity to make its case, it should not be able to use its superior power to keep pressing until it achieves the desired result."

The New York Pied-à-Terre Tax

Flagstar Private bank star

Carly Doshi
EVP, Head of Flagstar Family Advisory and Trust

"Designed to help close New York City’s budget deficit, the tax targets second homes and other non-primary residences by adding a surcharge onto existing property taxes on applicable high-value properties. Because the pied-à-terre tax is widely expected to face litigation, affected clients should monitor developments closely."

The Silver Lining of Market Volatility

Flagstar Private bank star

Carly Doshi
EVP, Head of Flagstar Family Advisory and Trust

"For savvy investors, volatility is a silver lining—a moment to strengthen long-term plans, enhance tax efficiency, and accelerate the transfer of wealth across generations."

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Flagstar Securities, Inc. is a registered broker-dealer, registered investment adviser, and licensed insurance agency, Member FINRA/SIPC. Flagstar Securities is a wholly owned non-bank subsidiary of Flagstar Bank, N.A. Flagstar Bank, N.A. is not registered as a broker dealer or investment adviser. Securities and Insurance products offered through Flagstar Securities are:

Not Insured by FDIC or Any Other Government AgencyNot Bank GuaranteedNot Bank Deposits or ObligationsMay Lose Value


Neither Flagstar Securities nor its employees or agents provide tax or legal advice. You must consult your tax and legal advisors regarding your personal circumstances. No information contained herein should be considered a recommendation or solicitation to invest in a particular security or type of security.

The material provided is for information purposes only and should not be considered an offer to buy or sell, a solicitation of an offer to buy or a recommendation for any specific securities or products. Before investing in any product or services, consider the investment objectives, risks, charges, and expenses. For fund purchases, a prospectus is available containing this information. Read it carefully prior to making any investment decisions and retain it for your future reference.

Wealth management refers to products and services available through various services providers of which there are important differences including, but not limited to, the type of advice and assistance provided, fees charged, and the rights and obligations of the parties. Your representative will receive compensation in connection with providing advice or service. It is important to understand the differences when determining products and/or services to select.

Flagstar Securities only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration does not constitute an endorsement of the firm by FINRA or the SEC nor does it indicate that the adviser has attained a particular level of skill or ability.

Flagstar Bank, N.A., and Flagstar Securities comply with Section 326 of the USA PATRIOT Act. This law mandates that we request certain information about you while processing your account application. This information is utilized to verify your identity.

View the Flagstar Securities Client Relationship Summary here

View the Flagstar Securities Regulatory Summaries and Disclosures here