Your goals are our guidelines.

When it comes to investment management, you have the opportunity to capitalize on a rare combination in today’s marketplace: the personalized, flexible responsiveness of a local, independent boutique-style investment firm with the seasoned, disciplined resourcefulness of a sophisticated financial enterprise.

Building relationships, not just portfolios

Our process begins with understanding you – your life goals, your financial and investment goals, your risk tolerance, your timeline and your current financial condition.

Your investment program evolves as your needs and circumstances evolve. Your program benefits from a diverse array of asset classes and investment categories.

In it for the long haul

We’ll help you identify stable and strong long-term investment performance opportunities that incorporate taxation, fiduciary principles, liquidity needs, and broader wealth planning. We’ll continuously monitor your portfolio against changing market conditions and evaluate opportunities to adjust your position to your changing circumstances. We’ll help you match the right investments to your acceptable levels of risk, and help you meet near-term objectives while taking advantage of long-term opportunities.

From capital growth to income generation, your investment management team employs a multi-disciplinary approach to provide comprehensive, personalized financial management for you, your family, your business or your charitable organization. It’s all about creating a strategy that’s right for you.

To get started, contact an advisor today

Call 800.797.6324 or send an email


Deposit and loan products are offered by Mechanics Bank, Member FDIC and Equal Housing Lender.
Investment management and trust services are offered by Mechanics Bank Wealth Management.
Insurance and brokerage products are offered through LPL Financial, a registered broker/dealer and registered investment advisor, Member SIPC/FINRA.
FINRA Broker Check
Always consult with your independent attorney or tax advisor before making any tax-related financial decision, or changing or implementing any financial, tax or estate planning strategy.
Mechanics Bank Investment products are:

NOT FDIC INSURED
NOT BANK GUARANTEED
MAY LOSE VALUE