Bank of Stockton’s Wealth Management Group has been providing wealth management services to individuals, corporations and nonprofit organizations in the communities we serve since 1929. We know the successful management of assets has become a highly specialized field that requires technical knowledge, careful analysis and constant attention. Our wealth management representatives can free you from the details of managing your assets by providing you with the services of a professional asset manager. Whether you are just starting out, contemplating retirement, or considering transferring your wealth, we have the expertise and experience to bring all the required resources together to help you. You will work with a local team who will help guide you to a comfortable and secure financial future.

Investment Management

With an emphasis on your preferred investment style, our experts offer extensive experience, solutions, and strategies to manage your wealth.