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More than ever before, complex financial situations require special attention. As a Wealth Management client, you’ll receive that attention, coupled with the ultimate banking experience built on the foundation of our century-long commitment to being your trusted financial partner. Whether it’s for you, your family, your business, your clients, or a private foundation or trust, our personal bankers will work with you to customize financial solutions that go beyond your basic banking and lending needs.
From the routine to the complex, for your business or personal life, your personal banker will provide you with the time and attention you deserve.
Using the power of credit to achieve your wealth goals can be an important part of a wealth management strategy. From your simplest needs to your most sophisticated challenges, we have the financing solutions to help get you there.
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.
Mechanics Bank Investment products are:
Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.
Mechanics Bank is not a registered broker/dealer and is not affiliated with LPL Financial.
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.
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