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Mechanics Bank Wealth Management

Advisory Wealth Management



1111 Civic Drive, Walnut Creek

(800) 781-3441 | www.mechanicsbank.com

You’ve worked hard to achieve all that you have. We work just as hard to protect it, help it grow, and make sure your vision becomes a reality. It’s an independent and unbiased team approach focused solely on you. Our services include: Investment Management, with customized portfolios including management of specialty assets such as real estate; Trust and Estate Services for trust administration, estate planning, and settlement services; and Private Banking for personalized solutions to meet your banking and lending needs.

 

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The Khrista Jarvis Team— J. Rockcliff Realtors

Alamo and San Ramon Real Estate

Elizabeth Slass Lee, MD, Facs—Artfulsurgery

Lafayette Plastic Surgery

Joujou Chawla— J. Rockcliff Realtors

Blackhawk Real Estate

Nina Peles— Paragon Real Estate Group

Danville and Diablo Real Estate

Filly Racioppo­ Countrywood Interiors

Fine Furniture Sales Specialist

Chris Corrales—Medicinevolution

Rolf Structural Integration

Peter Sun, MD; Lauren Ostling, MD; Kurtis Auguste, MD— Children’s Neurosurgical Associates

Pediatric Neurosurgery

Dana Green—Pacific Union

Lafayette Real Estate

Mechanics Bank Wealth Management

Advisory Wealth Management

Paragon Real Estate Group

Danville and Diablo Real Estate

Robert Aycock, MD, FACS

Walnut Creek Plastic Surgery and Medspa

Paul H. Kim, Md—Previ Medical Group, Inc.

Age and Weight Medical Management

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