Managing Your Investments, Assets and Risk

Achieving and maintaining your desired lifestyle depends on how effectively you build and preserve your wealth.

To that end, our advisors will examine your investment portfolio and get a comprehensive picture of your financial priorities. We'll then provide the investment guidance necessary to help you work towards growing, managing and protecting your investment assets.

Your Investment Strategy

We work with you to develop an investment plan that matches your goals, risk tolerance, and investment style. We take into account important variables such as tax implications.

Our Wealth Management team is also sensitive to the level of involvement you desire in the management of your investment portfolio. We have options for you whether you want to be self-directed, have an advisor point the way, or something in between. Our investment solutions are customized to your individual preferences for participation. Learn more

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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