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 having a team of knowledgeable Trust Officers, Employee Benefit Plan specialists, and Specialty Asset Managers who will work with you and your legal and financial advisors to create an effective and efficient wealth transfer strategy that is, specifically tailored to you.  Our clients can work with our experienced local financial professionals or their trusted Registered Investment Advisor to develop a customized, turn-by-turn road map to successfully meet your financial goals.

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Private Banking

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


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.


Retirement Services

We work to understand your goals and challenges.


Employee Benefit Plans

Retirement plans for you, your business and your employees.

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Specialty Asset Management

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

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Services for Registered Investment Advisors

Banking and trustee services for your existing team of trusted advisors.


Exceptional Services

Our focus is on your goals to make your financial dreams come true.

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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Thank You.

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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