Wealth Management

Bank of the West Wealth Management provides wealth strategy, investment management, customized banking solutions, trust and estate services, and other specialized offerings to help affluent and high-net-worth clients address all facets of their financial lives.

A dedicated Primary Advisor and specialized team of wealth professionals who bring the strength and perspective of BNP Paribas, a global banking leader, works in concert with clients and their outside advisors to help bring financial goals within reach.

In addition to wealth management products offered by Bank of the West, investment and insurance services are offered through its subsidiary, BancWest Investment Services, a registered broker/dealer.

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*Legal information and Disclosures

Bank of the West Wealth Management Group provides financial products and services through Bank of the West and its various affiliates and subsidiaries. Deposit and loan products offered by Bank of the West, Member FDIC. Equal Housing Lender.

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

Bank of the West is a wholly owned subsidiary of BNP Paribas.

NOT FDIC INSUREDNOT BANK GUARANTEEDMAY LOSE VALUENOT A DEPOSITNOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY