Wealth Management
We offer Wealth Management and Fiduciary Trust Services through Bank of Stockton’s Wealth Management Group, which has been providing Wealth Management Services to individuals, corporations and nonprofit organizations since 1929, and is the Central Valley's largest independent Trust Department. If you are looking for asset management, our Wealth Management group can meet your needs.Our investment philosophy encompasses time-tested, prudent principles; concepts such as diversification, discipline, cost and tax efficiency---that are critical to successful investing. Whether working with a family limited partnership, a living trust or an investment management relationship, we have the knowledge, experience and depth of talent to bring all the required resources together. You will work with local investment managers who will help navigate the course to a comfortable and secure financial future. From asset allocation and portfolio construction, to portfolio rebalancing and monitoring, we will carry out all the critical investment tasks necessary to help meet your long-term needs and goals.
Products and Services Include:
- Investment Management
- Corporate Trustee
- Estate Planning
- Executor / Co-Executor
- Estate Settlement
- Custody
- Agent for Trustee
- Retirement Plans
- IRAs
The Wealth Management Group is located at 555 W. Benjamin Holt Drive, Bldg. A, Stockton, CA. 95207, 209-929-1500..
Products outlined in Wealth Management Services including insurance and annuities are not deposits, are not insured by the Federal Deposit Insurance Corporation (FDIC) or any other agency of the United States, the bank or an affiliate of the bank, are not guaranteed by the bank and are subject to investment risks, including decreasing in value or possible loss of principal amount invested.