Customized strategies and services for individuals, families, family offices and organizations

Financial success and security means something different to everyone. That’s why our approach to wealth management is completely centered on what is best for you. 

We start by listening

We invest in getting to know you, we ask lots of questions, and most importantly, we’re really good listeners. 

We also provide you with a team of highly skilled, experienced and unbiased professionals. Together, with any additional professional and/or legal advisors you may have, we’ll custom-craft a plan that meets all your needs, regardless of how simple or complex they may be.  

Grow. Manage. Protect. Share.

Whatever stage you're in, and each step along the way, we are here to help you work toward achieving your goals.

  • Risk management strategies
  • Financial, investment, retirement and tax reduction strategies
  • Business sale, transfer and succession planning
  • Investment and asset management (including real estate and other special assets)
  • Tax-efficient wealth transfer strategies (including multi-generational transfers)
  • Trust Administration, Trustee and Fiduciary services (including Special Needs Trusts)
  • Estate planning and settlement

Contact an advisor today

Call 800.797.6324 or send an email


Deposit and loan products are offered by Mechanics Bank, Member FDIC and Equal Housing Lender.
Investment management and trust services are offered by Mechanics Bank Wealth Management.
Insurance and brokerage products are offered through LPL Financial, a registered broker/dealer and registered investment advisor, Member SIPC/FINRA.
FINRA Broker Check
Always consult with your independent attorney or tax advisor before making any tax-related financial decision, or changing or implementing any financial, tax or estate planning strategy.
Mechanics Bank Investment products are:

NOT FDIC INSURED
NOT BANK GUARANTEED
MAY LOSE VALUE