Mechanics Bank Wealth Management

Investment Management



1111 Civic Drive, Walnut Creek

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

Mechanics Bank is local and independent, offering an unbiased and highly experienced team approach that tailors services to your specific financial need. Their trust and estate officers average over 22 years of experience in providing tax-efficient financial security for families, including the administration of special needs trusts. Mechanics Bank can also help you develop strategies and prepare for future liquidity events like the sale of a business, an inheritance or retirement fund rollovers. As fiduciaries, they are always held to the highest standards and fulfill a variety of roles for you when it comes to trust administration, estate planning and settlement services. Their private bankers offer coordinated and customized banking and credit solutions based on your specific and unique needs. 

 

 

 

 

 

 

 


 

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