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



TRUST & ESTATE SERVICES

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



BROKERAGE & INSURANCE SERVICES*

IRA Accounts
Business Retirement Plans
College Savings Programs
Disability Insurance
529 Plans
Fixed and Variable Annuities
Life Insurance
Long Term Care Insurance
Pension Plan Rollovers
Profit Sharing Plans
U.S. Government Securities

FINANCIAL
PLANNING

Business Succession Plans
Financial Plans







EMPLOYER-SPONSORED RETIREMENT PLANS

401k/403b
Defined Benefit
ESOP
Money Purchase
Profit Sharing
Non-qualified







*Securities and insurance products are offered through PrimeVest Financial Services, Inc. , an independent, registered broker/dealer and registered investment adviser. Member SIPC/FINRA.

Not FDIC Insured May Go Down in Value Not Financial Institution Guaranteed Not a deposit of the Bank Not insured or guaranteed by any Federal government agency

Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate PrimeVest Advisory Services Agreement and disclosure brochure as provided.

View PrimeVest privacy policy and other important information.

Financial Consultants are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute and offer to sell, or a solicitation to purchase brokerage services to persons outside of the United States.

Consult your Legal or Tax Consultant for advice and information concerning your particular circumstances. Neither Primevest Financial Services, nor any of its Registered Representatives, may give legal or tax advice.

Income may be subject to Federal Alternative Minimum Tax (AMT), State Tax, or Local Tax.

Mechanics Investment & Insurance Services Main Office:

1111 Civic Drive, Suite 195
Walnut Creek, CA 94596