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 investment management, trust and estate services, and financial planning.
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. For more information about these Wealth Management services, please contact 925-256-3038.
TRUST & ESTATE SERVICESCharitable Trusts
Real Estate Asset Mgmt
Revocable Living Trusts
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.
Insurance and brokerage products are offered through LPL Financial, a registered broker/dealer and registered investment advisor, Member SIPC/FINRA.
Investment and insurance products are: