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Managing your wealth includes protecting your assets today and developing a strategy for the planned or inevitable transfer of your wealth in the future.
Our highly experienced and credentialed trust officers will work with you and your team of tax and legal advisors to create effective and efficient wealth transfer strategies based on your unique needs and desires. From cash flow planning, to capital growth, preservation, risk management, and philanthropic planning, we have helped families, businesses and foundations with trust and estate planning solutions for more than 50 years.
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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