Wealth Management

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Private Banking

Our Private Banking Platinum products provide an array of benefits and a level of service that recognizes the value we place in our Private Banking relationships.

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Mechanics Bank
 

Features & Benefits


For more information about these Wealth Management services, please contact:

800-811-0185








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24/7 Online Access

We believe it’s critical that both you as a sponsor and your employees as participants have up-to-date information about the plan and their personal status, to include:

  • State-of-the-art 24/7 online access and control for plan sponsors and participants.
  • Easy access to Employee Benefit Trust Department team members who can speak knowledgably about your business’s plan or your employees’ individual plans.
  • We are also very pleased to provide you with a personal introduction to a variety of Wealth Management team members who may have specialized knowledge that benefits your business planning or personal investment planning, such as Succession Planning experts or Private Bankers.

At the end of the day, our entire Employee Benefit Trust Department is personally committed to providing every possible resource to ensure your success.