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Let's Build Something Purposeful Together

There's no substitute for working with experienced professionals. As a Bank of the West Wealth Management client, your dedicated advisor will work with you on a comprehensive financial plan that aligns with your goals and values.
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Our Expertise, Your Values

Powered by their understanding of your financial goals, your dedicated primary wealth advisor will coordinate a team of specialists to help bring your financial goals within reach.

Strategies Suited to Any Stage

While financial strategies can change throughout your life, the need to establish a plan remains the same.

Accumulate With Confidence

As your wealth accumulates and your needs expand, we can work with you to determine if you're using credit strategically and have the right investmentfootnote1 strategies in place.

Protect Your Progress

When you enter a more advanced stage of wealth accumulation, we can help you protect what matters most to you and reevaluate your short- and long-term goals.

Transfer Strategies that Honor Your Legacy

As your wealth strategies mature, we'll help guide your wealth transfer plan for in-depth trust and estate plansfootnote2, as well as long-term approaches for securing your legacy for future generations.

Where you manage your money matters

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  • Global perspective and local expertise which translates into strategic insights and responsive service few banks can match

  • A range of sustainability-focused investments that support your desire to create a positive impact

  • Customized approach based on your preferred investment style

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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.