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..

Retail Investment and Insurance Services

Our dedicated, licensed professionals will provide you with personalized solutions to meet your investment and financial planning needs. Our Investment Representatives offer services for the individual who wants to conservatively diversify and actively work with an investment counselor. We specialize in increasing income, decreasing taxes and growing net worth. We work with individuals and small businesses for all of your retirement needs, and currently have over $300 million dollars of assets under management.

Products and Services Include:

  • Mutual Funds
  • Annuities (Fixed and Variable)
  • Individual Stocks and Bonds
  • Real Estate Investment Trusts (1031 eligible)
  • Financial Planning
  • Asset Allocation
  • College Funding
  • 529 Plans
  • Retirement Planning
  • Estate Planning
  • Business Continuation Planning
  • Asset Management
  • Life Insurance
  • Long Term Care Solutions
  • Qualified Retirement Plans
  • IRA
  • 5304 Simple IRA
  • 401k
  • Profit Sharing
  • Safe Harbor Plans
  • Non-Qualified Retirement Plans
  • Sweep Accounts

Bank of Stockton Retail Investment and Insurance Services: 209-929-1456.

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.

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