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Mechanics Bank Wealth Management

Advisory Wealth Management



1111 Civic Drive, Walnut Creek

(800) 781-3441 | www.mechanicsbank.com

You’ve worked hard to achieve all that you have. We work just as hard to protect it, help it grow, and make sure your vision becomes a reality. It’s an independent and unbiased team approach focused solely on you. Our services include: Investment Management, with customized portfolios including management of specialty assets such as real estate; Trust and Estate Services for trust administration, estate planning, and settlement services; and Private Banking for personalized solutions to meet your banking and lending needs.

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Clark Thompson— Village Associates

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Chris Schneider

Estate Planning

Justin Kinder—Kinder’s Barbecue

Barbecue

Filly Racioppo­ Countrywood Interiors

Fine Furniture Sales Specialist

Song Woo—LMG HealthCare

Healthcare Staffing and Consulting

Michael P. Sherman, MD, PhD—Contra Costa Oncology

Oncology and Hematology

Robert Aycock, MD, FACS

Walnut Creek Plastic Surgery and Medspa

Ann Marie Nugent & Jim Walberg

Pleasanton Real Estate

The Khrista Jarvis Team— J. Rockcliff Realtors

Alamo and San Ramon Real Estate

Teresa Shen, L.AC— Eastern Medical Center

Acupuncture, Acupressure, and Herbs

California Dermatology Care

Dermatology

Dana Green—Pacific Union

Lafayette Real Estate

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