Financial Wealth Planning
Financial & Wealth Planning

Planning options for a range of needs

Providing smart financial guidance every step of the way.

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Focused on what matters most to you

No matter how you envision your future, a tailored financial plan is just as important for how you are living today as how you plan your future.

Financial Review

Get a quick evaluation on whether you are on track to meet your financial goals.

Full Financial Plan

We’ll work with you on a detailed plan that incorporates your current assets, liabilities, inheritance transfer plans, and lifestyle goals.

Advanced Planning

We can also develop a sophisticated strategy to help sustain your wealth and create a plan for your legacy through gifting and transfer.

Aligning business and personal financial needs for private business owners

Private business ownership and entrepreneurship come with a unique set of rewards and challenges. As a client, you'll work with a dedicated wealth advisor who will help you establish a comprehensive wealth management plan that incorporates both business and personal financial lifecycles.

Addressing the unique needs of international residents

Whether you’ve been living in the U.S. for some time, have recently arrived, or are planning a move to the U.S., our Wealth Management team is ready to help you manage your banking, wealth, and overall financial affairs.

We can help you establish the credit and banking resources you need to manage your financial life and seize opportunities as they arise.

Our team of dedicated advisors can recommend strategies and solutions that align with the unique financial needs and tax situationsfootnote1 of clients living abroad in the U.S.

Managing assets in more than one country can add complexity to your overall financial picture— we are well versed in recommending financial and investing strategies for clients from abroad.

Connect with an Advisor by phone through Privilege Connect with 24/7 assistance

Call: 1-800-435-1912, TTY: 1-800-659-5495
International Call Collect: +1-925-975-3202, TTY: +1-402-918-6495

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.