Comprehensive Wealth Management solutions and strategies

As a Wealth Management client, you have financial goals and aspirations that set you apart. Through Bank of the West, and our parent company BNP Paribas, you’ll have access to a comprehensive suite of financial solutions and tailored services designed to help you build, manage, and transfer your wealth.

Client Access and Support:

1-877-898-1003
TTY 1-800-659-5495
Mon-Fri, 6 a.m.-5 p.m. PT

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Financial and Wealth Planning

After determining your financial aspirations, we’ll take a holistic view of your priorities and build an actionable financial plan that incorporates wealth accumulation, protection and wealth transfer strategies.

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Investment Solutions**

From hands-on investing to full asset management, we can help you build and manage your portfolio with powerful tools and a range of standalone and blended investment approaches, based on the level of guidance and involvement you desire.

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Global Investment Management and Fiduciary Solutions

For more sophisticated managed money and customized portfolio management needs, we can put in place a consolidated asset allocation plan and help secure your family’s future through estate planning1 and trust services.

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Protection and Insurance**

To help ensure you have the right protection strategies in place, we’ll review your current level of protection and insurance, advising you on the changes you can make to give you peace of mind about what matters most.

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Credit and Lending*

We’ll review your current balance sheet to help you determine how to use credit strategically and offer you solutions that integrate with your overall financial objectives.

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Banking and Deposit Solutions

To address your banking, cash flow management, and income generation requirements, you’ll have access to a range of value-added deposit solutions and accounts that align with your goals.

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Strategic Philanthropy

To help ensure your charitable giving makes a lasting impact, we’ll work together to identify the causes that matter most to you, establish your giving capacity, and determine the best way to structure your contributions.

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See what a difference Bank of the West Wealth Management can make for you and your family.

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Legal information and Disclosures

1 Bank of the West and its various affiliates and subsidiaries are not tax or legal advisors.

*Bank of the West Wealth Management Group provides financial products and services through Bank of the West and its various affiliates and subsidiaries. Deposit and loan products offered by Bank of the West, Member FDIC. Equal Housing Lender equal housing lender icon.

** 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.

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.

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