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. Mechanics Bank Wealth Management will work just as hard to protect it, help it grow, and make your vision a reality with an independent and unbiased team approach focused solely on you. Their 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.