Your Financial Future, Personally Managed

California Trust Bank provides sophisticated wealth management solutions tailored to your unique needs. From investment management to estate planning, our dedicated advisors build lasting relationships based on trust and personalized service.

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Portfolio Performance Year-over-Year Growth $5M $4M $3M $2M $1M 2021 2022 2023 2024 Total Value $4.8M YTD Return +12.4% Risk Score Moderate
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Award-Winning Service Recognized for Excellence
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FDIC Insured Member FDIC
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$50B+ AUM Assets Under Management
Personal Wealth Solutions

Comprehensive Financial Services

Our integrated approach to wealth management ensures every aspect of your financial life works in harmony to achieve your goals.

Wealth Management

Build a complete financial strategy with a dedicated advisor who understands your unique objectives and family dynamics.

  • Personalized financial planning
  • Comprehensive wealth strategies
  • Ongoing portfolio monitoring
  • Tax-efficient investing
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Private Banking

Receive direct access to premier banking products and a dedicated relationship manager connecting you to our entire wealth team.

  • Concierge banking services
  • Exclusive lending solutions
  • Priority customer service
  • Specialized deposit products
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Investment Management

Build and manage your wealth with customized investment strategies designed around your risk tolerance and time horizon.

  • Custom portfolio construction
  • Active risk management
  • Alternative investments
  • Performance reporting
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Trust & Estate Planning

Protect your legacy and ensure your wealth transfers according to your wishes with comprehensive estate planning services.

  • Trust administration
  • Estate settlement services
  • Charitable giving strategies
  • Wealth transfer planning
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401(k)

Retirement Planning

Develop a comprehensive retirement strategy to ensure you can maintain your desired lifestyle throughout your retirement years.

  • Retirement income planning
  • 401(k) & IRA strategies
  • Social Security optimization
  • Healthcare planning
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Tax Strategy

Minimize your tax burden with sophisticated tax planning strategies integrated into your overall wealth management approach.

  • Tax-loss harvesting
  • Income tax planning
  • Estate tax strategies
  • Charitable tax planning
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Integrated Approach Discover Goals Design Strategy Execute Plan Monitor & Adjust

Our Personalized Approach

At California Trust Bank, we believe successful wealth management begins with understanding you—your values, goals, and aspirations. Our time-tested process ensures every financial decision aligns with your vision for the future.

  • Discover Your Goals We start by listening—understanding your financial objectives, family dynamics, and long-term aspirations through in-depth conversations.
  • Design Your Strategy Our team develops a comprehensive wealth plan tailored to your unique situation, incorporating investment, tax, estate, and philanthropic strategies.
  • Execute Your Plan We implement your customized strategy with precision, leveraging our institutional resources and expertise to bring your plan to life.
  • Monitor & Adjust We continuously monitor your progress and adjust your strategy as your life evolves, market conditions change, and new opportunities emerge.
Why Choose California Trust Bank

The California Trust Advantage

Backed by the strength and stability of FCB with the personalized service of a boutique wealth manager

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Dedicated Advisors

Direct access to experienced wealth advisors who know you and your family personally

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Tailored Solutions

Customized strategies designed specifically for your unique financial situation

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Institutional Strength

The resources and stability of a major financial institution with boutique service

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Fiduciary Standard

We're legally bound to act in your best interest at all times

California Trust Bank has been instrumental in helping our family navigate complex financial decisions. Their personalized approach and deep expertise give us confidence that our wealth is being managed with care and integrity.

Michael & Sarah Patterson

Private Banking Clients Since 2018

Begin Your Wealth Journey

Whether you're building wealth, preserving it for future generations, or planning your retirement, California Trust Bank is here to guide you every step of the way. Let's start a conversation about your financial future.

  • Schedule a Consultation Meet with one of our wealth advisors to discuss your goals and how we can help
  • Call Us Directly
    Monday - Friday, 8:00 AM - 6:00 PM PT
  • Visit a Branch Multiple locations throughout California to serve you

Request a Consultation

Complete this form and one of our advisors will contact you within one business day.