Explore Solutions

Explore Solutions

You have goals. You may also come across unique opportunities and challenges along the way – we understand that. That’s why, when we dive into a client’s financial analysis, we start with a thorough understanding of what's important to you and how you define success.

As a Wealth Management client, you’ll receive that attention from a skilled banker who will marshal and coordinate resources on your behalf. We help you leverage your assets to improve liquidity, facilitate asset acquisition, respond to investment opportunities and maximize cash flow.

Our Wealth Management clients benefit from the expertise of local financial professionals who can help develop a customized, turn-by-turn road map to a successful and secure retirement. Plus, when you’re ready to talk long-term, we have a team of knowledgeable Trust Officers who will work with you and your legal advisors to create an effective and efficient wealth transfer strategy that is, once again, specifically tailored to you. 

Bank building

Private Banking

More than ever before, complex financial solutions require special attention.

Investment

Trust & Estate Services

Protect your assets and plan to transfer your wealth.

Money lending

Investment Management

Your goals are our guidelines - we begin by understanding you.

Umbrella

Retirement Planning

We work to understand your goals and challenges.

Team

Employee Benefit Plans

Retirement plans for you, your business and your employees.

Real estate sign

Specialty Asset Management

We have years of experience working with a varied portfolio of unique assets.

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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