A diversified portfolio weathers more storms.

We're firm believers that one of the best ways to defend your assets from risk is by diversifying the investments in your portfolio.

Diversification

Our approach to Wealth Management includes custom-designed solutions based on a highly disciplined approach to investing. Diversification plays a large role in this discipline. By understanding your needs and goals along with your risk tolerance, we can determine the asset allocation and which types of investments are suitable for you.

Benefits to Our Approach Include:

  • A high level of personal attention
  • Custom-designed wealth management solutions
  • Careful risk/reward analysis of investment options
  • Portfolio construction based on your risk tolerance
  • Investment strategies tailored to your unique situation and objectives

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