Wealth Management Team
Everyone has their own definition of financial success. That means that you need a financial institution that works with you to reach your financial goals and your personal definition of financial well-being. Our Wealth Management team at Mechanics Bank offers you a rare combination: the personalized, flexible responsiveness of a local boutique-style investment firm with the seasoned, disciplined resourcefulness of a sophisticated financial enterprise. With decades of experience in helping individuals, trusts and estates, retirement plans, and nonprofit organizations manage their wealth, we have the flexibility and breadth of resources to meet your financial needs as you move through different life stages and wealth levels.
No matter where you are on your road to financial success, our team of wealth management experts is ready to work with you to make your financial dreams come true.