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.

* Required field
** Consent to Contact. By clicking Yes, you authorize Mechanics Bank to contact you, including by automated means, such as an automatic telephone dialing system, an artificial or pre-recorded voice message, and text message, via telephone, mobile phone, and email, including contacting you for telemarketing or advertising purposes. You expressly consent to this contact even if your contact information is listed on any Do Not Call list (whether internal, state, federal, or national). However, your consent is not required as a condition of purchasing any Mechanics Bank products or services.

Access at your fingertips.

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

Market Comment

Download the most recent Market Comment newsletter with market insights and information.