Wealth Management

Highly personalized financial solutions tailored specifically for you.

Customized strategies and services for individuals, families and businesses.

Financial success and security means something different to everyone. That’s why our approach to wealth management is completely centered on what is best for you.

Reach out today to connect with Wealth Management

Backed by exceptional capital strength and substantial assets, we are a resilient and resourceful California bank whose core banking and lending principles reflect that of a community bank.

For over a century, it has been our foremost commitment to exceed our clients’ expectations every day.

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A member from our Wealth Management team will be in contact with you shortly.

If you have any questions in the meantime, please reach out to our Customer Care team at 800.797.6324.

We look forward to serving your business banking needs.

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Access at your fingertips.

Portfolio Online offers online account access to view your investments, transactions, and statements. Contact Wealth Management to get started.

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