Our advisors care about what matters most to you and your family.

Your Priorities

Manage investments

Managing Your Investments, Assets and Risk

Our investment advisory & management professionals can arm you with an asset allocation & tax-conscious investment strategy designed to help you meet your objectives.

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Credit Card

Using Credit Strategically

Are you considering how best to use credit as part of your wealth plan? See how our Private Client Advisors can help you use credit strategically.

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Planning for retirement

Planning and Transitioning Into Retirement

Are you in retirement or planning to retire? Learn how we can work with you to build a lifetime financial strategy.

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Manage your legacy

Managing Your Legacy

Are you considering starting a trust, estate or endowment, or are you already managing one? We can help with administering your plan.

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Manage business transitions

Managing Business Transitions

We'll work with you to put your personal wealth arrangements in order and arrange financing vehicles to help you transition your business when the time comes.

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Financial education

Financing Education

Find out what Wealth Management can do to help you finance a quality education for your children and grandchildren.

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Bank of the West Wealth Management offers products and services through Bank of the West and its various affiliates and subsidiaries.

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