Make a financial plan that works for both today and tomorrow.

Our Private Client Advisors can help you put a financial plan in action.

RETIREMENT, TRUST AND ESTATE SERVICES

Whether you're building assets for retirement or setting up a trust to preserve them and help reduce taxes for your heirs, our Private Client Advisors and your other advisors can help provide you with valuable guidance. By taking a close look at your current financial landscape and understanding your future needs, our professionals will work along with you and your advice team to make recommendations to meet those needs.

Benefits to Our Approach Include:

  • A high level of personal attention
  • Finding the right investments to help you meet your retirement goals
  • Putting a plan in place to help protect your assets
  • A review of your insurance policies to ensure your needs are met
  • Working to minimize probate time and expense

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