Wealth Management Services

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

black and silver laptop computer
black and silver laptop computer
Asset Management Solutions

Time-tested, prudent principles for successful investing with diversification, discipline, cost, and tax efficiency.

Investment Philosophy

Critical investment tasks to help meet your long-term needs and goals.

Finance Department Services

Central Valley's second largest independent finance department for asset management solutions.

Wealth Management

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

black flat screen computer monitor
black flat screen computer monitor
Asset Management Group

Our investment philosophy encompasses time-tested, prudent principles; concepts such as diversification, discipline, cost and tax efficiency.

a cell phone sitting on top of a table next to a laptop
a cell phone sitting on top of a table next to a laptop
Long-term Goals

We will carry out all the critical investment tasks necessary to help meet your long-term needs and goals.

Professional and knowledgeable wealth management services. Highly recommend!

John Doe

turned-on MacBook Pro
turned-on MacBook Pro
man in white dress shirt sitting beside woman in black long sleeve shirt
man in white dress shirt sitting beside woman in black long sleeve shirt

★★★★★

Trust

Providing wealth management services to individuals, corporations and nonprofit organizations.

Finance

Investing

fiduciarytrust@bankofstockton.com

+1 (209) 242-4651

© 2024. All rights reserved. Serving members in 1959