Trusted Wealth Management Services

Providing wealth management services since 1959, we are the second largest independent finance department in the central valley. Our investment philosophy focuses on diversification, discipline, cost, and tax efficiency.

Experienced Finance Department

Bank of Stockton's holders group offers asset management and fiduciary trust services to individuals, corporations, and nonprofit organizations. Let us help you meet your long-term financial goals.

Wealth Management Services

Providing wealth management and fiduciary trust services since 1959 to individuals, corporations, and nonprofit organizations.

Asset Management Solutions

Our investment philosophy includes diversification, discipline, cost, and tax efficiency for successful investing.

Long-Term Investment Planning

We handle critical investment tasks to help you meet your long-term needs and goals.

Prudent Investment Principles

Experienced Finance Department

Trusted Advisors

Providing comprehensive wealth management and fiduciary trust services for over 60 years.

Professional and reliable service, highly recommend Bank of Stockton for all your financial needs.

Satisfied Customer

Stockton

Bank of Stockton has exceeded my expectations in managing my assets and investments.

Happy Client

Modesto

★★★★★

★★★★★

Wealth Management

Providing trusted wealth management services to individuals, corporations, and nonprofits.