Focused on what matters most to you
When you become a Bank of the West Wealth Management client, you can count on us to be with you every step of your financial journey. It all starts with your dedicated Primary Advisor, who’ll take the time to learn about where you’ve been and where you want to go, laying the foundation for a relationship you can rely on today—and for years to come.
Client Access and Support:
Mon-Fri, 6 a.m.-5 p.m. PT
Our collaborative approach
Together, we’ll work to tailor a plan that aligns with your needs today—and then dynamically adjust strategies as your priorities evolve.
Starting a dialog
- We'll engage upfront to fully understand your individual expectations and needs
- Based on your needs, we’ll discuss relevant solutions—and how we can best deploy them
Identifying goals and objectives
- After discussing your unique situation, we’ll identify goals and potential opportunities
- Together, we’ll create a baseline plan that will serve as the foundation for a comprehensive financial strategy
Establishing your initial priorities
- We’ll educate you about financial options that align with your personal situation
- Working alongside your Primary Advisor, we’ll establish today’s priorities and related solutions
Implementing solutions and strategies
- You and your Primary Advisor will partner with a team of wealth specialists to develop a holistic plan that includes investing advice and management, strategic use of debt, insurance protection, and philanthropy
- Next, we’ll create sound, actionable strategies and execute upon them
Providing ongoing guidance
- We’ll continually monitor your progress toward your goals
- As your life and needs change, we’ll integrate new goals along the way
- Through regular reviews and educational insights, we’ll help ensure your strategies stay on track
- You’ll have access to robust online and digital resources to help you stay on top of your finances
To help ensure a comprehensive approach to meeting your financial needs, your dedicated Primary Advisor will orchestrate a select group of wealth professionals who will work in concert with your outside advisors to help bring your financial goals within reach.
See what a difference Bank of the West Wealth Management can make for you and your family.
Deposit and loan products offered by Bank of the West. All loans subject to credit approval. Certain terms, conditions, and exclusions apply.
*Securities and variable annuities are offered through BancWest Investment Services, a registered broker/dealer, member FINRA/SIPC, and SEC Registered Investment Adviser . Financial Advisors are Registered Representatives of BancWest Investment Services. Fixed annuities/insurance products are offered through BancWest Insurance Agency in California, (License #0C52321) and through BancWest Investment Services, Inc. in all other states where it is licensed to do business. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. Bank of the West and its various affiliates and subsidiaries are not tax or legal advisors.
BancWest Investment Services is a wholly owned subsidiary of Bank of the West. Bank of the West is a wholly owned subsidiary of BNP Paribas. Bank of the West Wealth Management offers products and services through Bank of the West and its various affiliates and subsidiaries.
The insurance products available are underwritten and issued by participating insurance companies. Not all policies and product features are available in all states. This is not an offer or solicitation in any jurisdiction where the policies are not approved for sale. Any obligations under the policies are the exclusive obligations of the insurance companies and are subject to the financial conditions of the insurance companies. Bank of the West, its affiliates, and subsidiaries are separate from and unaffiliated with the participating insurance companies.
Investment and Insurance Products:
- NOT FDIC INSURED
- NOT BANK GUARANTEED
- MAY LOSE VALUE
- NOT A DEPOSIT
- NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY