A TEAM THAT PUTS YOU FIRST.

About Wealth Management

Since 1963, Bank of the West has been providing wealth management services to clients interested in making the most of their financial futures. We take a proven, holistic approach that carefully considers your current and long-term priorities. The result is clear, consistent financial recommendations and coordinated strategies aimed at helping you achieve your specific objectives.

Dedicated Experts

As a Wealth Management client, you'll consult one on one with a dedicated Private Client Advisor, who orchestrates a team of wealth specialists including trust service officers, private mortgage bankers, wealth financial officers and more. Together, we oversee your entire financial portfolio end-to-end.

Global Financial Leaders

As part of the of BNP Paribas Group – an international financial services leader and one of the world's leading wealth management practices, we continue to build on this commitment by operating wealth management centers in key markets. By selecting Bank of the West, you'll be gaining the strengths of an international banking presence, and you'll be teaming with a financially strong, well-capitalized, and prudently managed institution.

Our Mission

The mission of each of our Private Client Advisors includes three main objectives:

  • Ensure you have access to an experienced team that works with you to establish and maintain a wealth management plan that aligns with your priorities.
  • Offer a comprehensive array of Wealth Management solutions designed to help you increase and preserve your assets.
  • Provide you with financial recommendations based on a highly-disciplined approach designed to address your priorities such as minimizing risk, maximizing returns, leaving a legacy and more.

To learn more, contact a Wealth Management Private Client Advisor today. Find an advisor

YouTube Videos

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