OUR APPROACH
California Bank & Trust’s Premier Wealth Management represents a comprehensive and proven approach for best managing a complex array of financial assets. For a growing number of Californians, it has become the preferred approach.
DEDICATED RELATIONSHIP MANAGER Chosen based on your specific wealth management needs, your relationship manager will serve as your direct link to an entire team of wealth management professionals. EXPEDITED LENDING APPROVAL To help ensure you can make timely borrowing decisions, you’ll enjoy expedited access to a tailored suite of lending products – and the advice you need to make informed decisions. PERSONAL FINANCIAL ANALYSIS Proper wealth management requires having a plan. Working together, we’ll conduct a personal financial analysis to help establish realistic goals and formulate a detailed plan on how to best achieve them. ACCESS TO A TEAM OF WEALTH MANAGEMENT PROFESSIONALS Wealth management is a complex process and requires subject matter expertise in a variety of areas. We provide you access to credentialed professionals who will take an integrated, holistic approach to achieving your wealth goals. This ensures that at all times you have the best team in place based on your specific needs.
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