Smart financial guidance—every step of the way

Whether you’re focused on growing your wealth, protecting the wealth you’ve accumulated, or putting plans in place to transfer that wealth, you can count on us to help you pursue your vision.

Throughout your financial journey, we’ll take a holistic view of your priorities and devise an actionable plan for helping you make the most of your assets today—and tomorrow.

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Find an Advisor

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Where are you now?

When goal setting for today's income and cash flow needs, we can help you determine if you're using credit strategically and have the right investment1 strategies in place.

To keep you on track for your post-working years, a quick Retirement Checkup1 can identify if adjustments are in order.

As your wealth accumulates and your needs expand with it, we can provide deeper insights with a Full Financial Plan—or an Advanced Plan for clients with more complex needs.

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Where would you like to be?

As you enter a more advanced stage of wealth accumulation, we can help you protect what matters most to you and reevaluate your short- and long-term goals.

At this stage of your journey, reexamining factors like your asset allocation and risk tolerance can help protect your assets. Your Primary Advisor can assist with this process, plus consult with you on downside protection, insurance solutions,2,4 and estate planning.3

By developing a Full Financial Plan, we can help bring into focus your current assets and liabilities, transfer plans, and lifestyle goals.

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What are your aspirations?

As your wealth strategies mature, we’ll work with you to create a wealth transfer plan that includes in-depth trust and estate plans,3 as well as long-term approaches for securing your legacy for future generations.

To help you pursue your ultimate aspirations, we can develop a Full Financial Plan that takes into consideration your charitable and philanthropic goals, and includes a detailed transfer strategy.

We can assist with the most complex financial and personal affairs through Advanced Planning that incorporates highly sophisticated Wealth Management strategies.

See what a difference Bank of the West Wealth Management can make for you and your family.

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Legal information and Disclosures

1The consultation with a BancWest Investment Services financial professional is complimentary. Please note: The implementation of any recommendations provided during the consultation may result in trade commissions or other fees, charges or expenses. Any recommendations and guidance provided are limited to assets held at BancWest Investment Services.

2Securities and variable annuities are offered through BancWest Investment Services, a registered broker/dealer, member FINRA/SIPC, and SEC Registered Investment Adviser. Financial Advisors are Registered Representatives of BancWest Investment Services. Fixed annuities/insurance products are offered through BancWest Insurance Agency in California, (License #0C52321) and through BancWest Investment Services, Inc. in all other states where it is licensed to do business. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business.

3Bank of the West and its various affiliates and subsidiaries are not tax or legal advisors.

4The insurance products available are underwritten and issued by participating insurance companies. Not all policies and product features are available in all states. This is not an offer or solicitation in any jurisdiction where the policies are not approved for sale. Any obligations under the policies are the exclusive obligations of the insurance companies and are subject to the financial conditions of the insurance companies. Bank of the West, its affiliates, and subsidiaries are separate from and unaffiliated with the participating insurance companies.

BancWest Investment Services is a wholly owned subsidiary of Bank of the West. Bank of the West is a wholly owned subsidiary of BNP Paribas. Bank of the West Wealth Management offers products and services through Bank of the West and its various affiliates and subsidiaries.

Investment and Insurance Products: