Exceptional service. Preferred solutions.

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.

Banking services

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.

  • Checking, savings and other deposit options
  • Liquidity and cash management solutions
  • Online banking
  • Debit card services
  • Investment management
  • Trust and estate solutions
  • Wealth transfer strategies

Custom credit

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.

  • Residential real estate financing
    • Mortgages
    • Equity lines of credit and term loans
  • Commercial real estate financing
  • Personal lines of credit and term loans
  • Specialty financing
  • Credit card services

To get started, 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.
Mechanics Bank Investment products are:

NOT FDIC INSURED
NOT BANK GUARANTEED
MAY LOSE VALUE

 


Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

NOT FDIC INSURED
NOT BANK GUARANTEED
MAY LOSE VALUE

 


Mechanics Bank is not a registered broker/dealer and is not affiliated with LPL Financial.
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.