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

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

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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.