Using Credit Strategically

Debt can be an important part of a holistic wealth plan. Used strategically, credit is a powerful tool for helping to achieve greater financial flexibility.

Your Wealth Management Private Client Advisor will explore ways you can include credit as part of your overall wealth plan to help ensure liquidity and maximize cash flow. And we'll show you how to better use credit to strategically and effectively accomplish your goals.*

We have a wide-range of lending options including fixed-rate and adjustable-rate mortgages, construction loans, home equity lines of credit and investment lines of credit.

Learn more about home lending.

Learn more about our lines of credit.

We also offer a World Elite™ MasterCard® with value-added services especially for our wealth management clients.1 Learn more

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

1Credit Cards are subject to credit approval. Certain fees and restrictions may apply. Refer to the World Elite MasterCard Credit Card Agreement for more details.

* Borrowing money to undertake any strategic initiative requires careful consideration of how much risk you are prepared to assume. Consider who and what might be affected if the strategy does not perform as anticipated. You should discuss the opportunities and risks with all parties involved before making a decision. Get professional advice to ensure that the right type, and amount, of debt is considered and suitable before undertaking any proposed strategy.

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