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.
With a global perspective that is free from domestic bias, we make connections other banks cannot 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.
With a global perspective that is free from domestic bias, we make connections other banks cannot between the global landscape and local markets.
Our bold stance on sustainability for positive impact.
Our bold stance on sustainability for positive impact.
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
Thought Leadership
Making an Impact
Perspectives from our Industry Leaders
Our network of Bank of the West experts share insights and trends that are shaping finance and the economy.
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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.