Wealth Management

Highly personalized financial solutions

Mechanics Bank investment products are not FDIC insured; are not deposits; and may lose value.

Customized strategies and services for individuals, families and businesses.

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.

“At the heart of our services is a commitment to building strong relationships and fostering trust. We are dedicated to consistently surpassing our clients' expectations and addressing their evolving financial needs.”

Sommer McKinley, CFP^®, AIF^®Senior Vice President, Director of Wealth Management

Private Banking

Trust & Estate Services

Investment Management

Specialty Asset Management

Services for Registered Investment Advisors

Reach out today to connect with Wealth Management

Backed by exceptional capital strength and substantial assets, we are a resilient and resourceful California bank whose core banking and lending principles reflect that of a community bank.

For over a century, it has been our foremost commitment to exceed our clients’ expectations every day.

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