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.
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 investment1 strategies in place.
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.
As your wealth strategies mature, we'll help guide your wealth transfer plan for in-depth trust and estate plans2 as well as long-term approaches for securing your legacy for future generations.
Connect with an experienced Wealth Advisor in person, on the phone or via video conference.
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.
