Take your investment strategies to the next level.

We'll work with you to develop a financial plan to help build, protect and actively manage your wealth.

Investment Management

Our Private Client Advisors will take the time to understand your current financial landscape and your future goals. With your team of advisors, we will develop the investment strategies that serve your needs. This consultative approach is designed to help preserve your assets while developing a long term working relationship.

Benefits to Our Approach Include:

  • A high level of personal attention
  • A holistic approach to investing
  • Tax-efficient strategies
  • An array of diversified investment options

We would love the opportunity to work with you and invite you to meet with a Private Client Advisor.

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