BMO is a leading North American bank with a 200+ year history of success. Together, we can help you achieve real financial progress.

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Align Your Wealth Strategy with Your Values

Wealth management tailored to your unique needs, designed for opportunity, growth, and impact.

Why Bank of the West Wealth Management

Each client is unique in their lifestyle, their approach to investing and the impact they want to make on the world. Through a dedicated wealth advisor, our team integrates banking, brokerage and fiduciary services—across your personal and business financial life.

We can help make connections between the global landscape and local markets.

We help clients achieve their vision for change by customizing a purpose-driven investment solution to reflect their personal values—combining purpose with performance.

We take a holistic view of your full financial picture.

We take a holistic view of your full financial picture.

Each client is unique in their lifestyle, their approach to investing and the impact they want to make on the world. Through a dedicated wealth advisor, our team integrates banking, brokerage and fiduciary services—across your personal and business financial life.

Serving you locally, with global capabilities.

Serving you locally, with global capabilities.

We can help make connections between the global landscape and local markets.

Creating positive impact on people, society and the planet.

Creating positive impact on people, society and the planet.

We help clients achieve their vision for change by customizing a purpose-driven investment solution to reflect their personal values—combining purpose with performance.

Comprehensive Wealth Management Solutions

Financial & Wealth Planning
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Investment Solutions
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Impact Solutions
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Philanthropy Solutions
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Protection & Insurance
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Lending & Credit
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Your Financial Journey Starts Here

Connect with an experienced Wealth Advisor in person, on the phone or via video conference.

Tell us where you live

Choose your state of legal residence. We can then give you information about the products and services available in your area.

Note: Bank of the West has branches only in the states listed in the drop-down. At this time, we only open accounts for individuals and businesses in these states.