Take your investment strategies to the next level.

We'll work with you to develop a financial plan to help build, protect and actively manage your wealth.

Investment Management

Achieving—and maintaining—your desired lifestyle depends on how effectively you build and preserve your wealth. To that end, we will:

  • Examine your investment portfolio, as well as other assets and liabilities, to get a comprehensive picture of your financial needs and provide the investment guidance necessary to help you secure your financial well-being
  • Work with you to develop an investment plan based upon an asset allocation strategy designed to match your goals, risk tolerance, and investment style, and tax implications
  • Execute the agreed-upon plan and monitor your investments on an ongoing basis to ensure your portfolio remains on track

We would love the opportunity to work with you and invite you to meet with a Private Client Advisor.

Equal Housing Lender

Deposit and loan products offered by Bank of the West, Member FDIC

Investments and annuities are offered through BancWest Investment Services, a registered broker/dealer, Member FINRA/SIPC. Financial Professionals are registered representatives of BancWest Investment Services. BancWest Investment Services is a wholly owned subsidiary of Bank of the West. BancWest Corporation is the holding company for Bank of the West. BancWest Corporation is a wholly owned subsidiary of BNP Paribas. BancWest Investment Services is not a tax or legal advisor. Please consult your tax or legal advisor for more information regarding your personal situation.

Fixed annuities/insurance products are offered through BancWest Insurance Agency in California (License # 0C52321) and through BancWest Insurance Agency in Utah, and through BancWest Investment Services in AZ, CO, IA, ID, KS, MN, MO, ND, NE, NM, NV, OK, OR, SD, WA, WI, WY, HI, GUAM and CNMI.

Investments, Annuities and Insurance products are:
NOT FDIC INSURED NOT BANK GUARANTEED MAY LOSE VALUE NOT A DEPOSIT NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY