Your financial future needs its own plan today.

Our Private Client Advisors consider a wide range of strategies and financial services to find the ones that are right for you.

Our Services

Investment Management

Our Private Client Advisors will take the time to understand your financial objectives and develop strategies to help you increase and preserve your assets.

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Planning and Managing Business Transitions

Our Private Client Advisors will review your needs and help you plan how to preserve your family business and transition it to the next.

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Trust and Estate Services

Our Private Client Advisors can work with you and assist in designing a personalized plan to help you protect your assets and minimize probate costs.

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Planning and Transitioning into Retirement

Our Private Client Advisors will work with you to develop a retirement income plan to help you retire.

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Equal Housing Lender

Deposit and loan products offered by Bank of the West, Member FDIC

Investments and annuities are offered through BancWest Investment Services, a registered broker/dealer, Member FINRA/SIPC. Financial Professionals are registered representatives of BancWest Investment Services. BancWest Investment Services is a wholly owned subsidiary of Bank of the West. BancWest Corporation is the holding company for Bank of the West. BancWest Corporation is a wholly owned subsidiary of BNP Paribas. BancWest Investment Services is not a tax or legal advisor. Please consult your tax or legal advisor for more information regarding your personal situation.

Fixed annuities/insurance products are offered through BancWest Insurance Agency in California (License # 0C52321) and through BancWest Insurance Agency in Utah, and through BancWest Investment Services in AZ, CO, IA, ID, KS, MN, MO, ND, NE, NM, NV, OK, OR, SD, WA, WI, WY, HI, GUAM and CNMI.

Investments, Annuities and Insurance products are:
NOT FDIC INSURED NOT BANK GUARANTEED MAY LOSE VALUE NOT A DEPOSIT NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY