Building Your Ideal Financial Future
When working with us, you can count on advice and wealth planning that’s truly tailored to your unique goals. You’ll work with a single point of contact to address your multifaceted financial picture and help you realize your financial vision.
24/7 exclusive assistance:
Going Beyond Traditional Advice
While most wealth managers will address your investable assets and cash balances, we’ll help you manage your entire financial picture all under one roof.
Solutions for Every Stage of Life
- Assess your current situation and identify priorities
- Plan for major purchases and set actionable goals
- Create a financial plan and investment strategy1
Growing Your Assets
Adapting Your Plan
- Align your investment approach with your time horizon and risk tolerance1
- Plan for your business succession and manage your cash flow
- Wind down debt, and prepare for retirement expenses
Enhancing Your Retirement
- Tax-efficient strategies designed to maximize all income sources and minimize liabilities1,2
- Define your legacy, while working alongside your estate planning attorney, and prepare your heirs
- Expand your philanthropic endeavors
Bank of the West has the advantage of being a prudently managed and well-capitalized local institution that is backed by the global insights and expertise of our parent company BNP Paribas—one of the top 10 wealth managers worldwide.*
Legal information and Disclosures
*Scorpio Partnership Global Private Banking Benchmark 2017, www.scorpiopartnership.com/knowledge/report/scorpio-partnership-global-private-banking-benchmark-2017
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.
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.
1Securities 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.
2 Bank of the West and its various affiliates are not tax or legal advisors.
3The 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