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Developing and Building Wealth

Building relationships on trust

The Mechanics Bank has decades of experience in successfully helping individuals, families, foundations and non-profit organizations manage wealth. With a complete range of investment services, no customer is ever too big – or too small. We've also earned the enviable record of working with a number of families over many generations. Currently, we have over $1 billion in assets under management.

Am I wealthy enough to need a Wealth Manager?

Financial decisions made early on can have a dramatic effect on your future prosperity. That’s why we encourage customers to think about wealth management even before they have significant assets.

At The Mechanics Bank, we believe that wealth management is an ongoing process built on mutual trust. Every situation is different, depending on income, tolerance for risk and ultimate financial goals. Our experts will guide you in choosing strategies appropriate to your objectives and work with you to ensure that you stay on track. They’ll monitor your progress and help keep you informed about impediments and opportunities, including shifts in the investment environment and changes in tax laws.

Analysis of your personal goals is the key to establishing a long-term wealth management plan. We can assist you in setting up programs to save, invest, plan for retirement and provide guidance in maximizing your after-tax returns. You’ll have the benefit of access to a wide array of investment alternatives – ranging from US government securities to mutual funds, annuities and insurance products.