Healthcare financial services: Senior housing and care

Healthcare worker assisting an elderly man

Nurse smiling as she helps an elderly man

Dedicated to senior housing and care

Our deep understanding of the healthcare system and post-acute care allows us to help you navigate in up and down cycles.

Working together to serve your needs

If you’re responsible for post-acute, primarily skilled nursing, or other senior housing facilities, we know you have much on your plate. Between dealing with worker shortages and industry consolidation—all while the U.S. is on the verge of a senior care boom—there likely seems to be endless challenges in the industry.

Let us join you in tackling one of those challenges: financial services.

How we can help

Treasury and revenue cycle

Safeguard your assets and keep an inventory of payments, receivables and other transactions to make informed decisions.

Senior housing construction financing

Offering construction and bridge financing for seniors housing.

Patient financing

Managed by ClearBalance HealthCare®, we now offer zero-interest financing for patient out-of-pocket.

Private Wealth

Our experts will help you meet your personal financial goals, while providing award-winning, hands-on client service.

Treasury and revenue cycle

Safeguard your assets and keep an inventory of payments, receivables and other transactions to make informed decisions.

Senior housing construction financing

Offering construction and bridge financing for seniors housing.

Patient financing

Managed by ClearBalance HealthCare®, we now offer zero-interest financing for patient out-of-pocket.

Private Wealth

Our experts will help you meet your personal financial goals, while providing award-winning, hands-on client service.

Investment banking

Learn how you can gain direct access to capital markets — with guidance from personalized, detailed client representatives.

Financing and leasing

Get access to the capital you need. We have a number of financing options available for healthcare organizations.

Institutional Wealth Management

We offer an array of investment advisory and asset services designed to help you meet your financial goals.

Optimizing financial performance for complex healthcare organizations through captive insurance.

Discover why many skilled nursing operators are turning to captive insurance and how the right financial partner can use it to control costs, drive strategic growth and improve impatient outcomes.

View white paper