Mechanics Bank Wealth Management

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Wealth Management


At Mechanics Bank, wealth management is about you – and the process of determining how we can best address your financial goals. We’ve successfully managed the wealth of individuals and families over many generations, providing comprehensive services in financial planning, investment services, trust and estate services, and private banking.

We deliver the kind of personalized service that only a local community bank can offer, drawing upon our staff’s knowledge, dedication and collective expertise to build and protect your wealth and to ensure that your financial wishes are honored over time.

INVESTMENT MANAGEMENT

Businesses
Individuals and Families
IRA Accounts
Not-For-Profit Organizations
Private Foundations
Retirement Plans
Trust and Estates



FINANCIAL
PLANNING

Business Succession Plans
Financial Plans





TRUST & ESTATE SERVICES

Charitable Trusts
Estate Settlement
Irrevocable Trusts
Post-death Administration
Real Estate Asset Mgmt
Revocable Living Trusts
Testamentary Trusts