Premier Wealth Management Overview Brochure

Premier Wealth Management Overview Brochure

P R E M I E R W E A L T H M A N A G E M E N T

Where your wealth is worth more.

PR EM I ER WE A LTH MANAGEMENT

P R E M I E R W E A L T H M A N A G E M E N T

A wealth of privileges with the richness of personal attention.

As a Premier Wealth Management client, you become a member of a select group of individuals who enjoy privileged access to our Private Banking and Wealth Management products and services. Taken together, they represent a comprehensive and proven approach to growing and protecting wealth — and for best managing your complex array of financial assets.

CB&T WEALTH MANAGEMENT w Investment Management 1 w Retirement Planning w Risk Analysis

PORTFOLIO MANAGER 1 w Investment Strategy w Market Insight w Portfolio Reviews

Click to view the Client R lationship Model Chart

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WEALTH STRATEGIST w Advanced Planning w Business Succession w Estate Planning

TRUST OF w Trustee S

QUALIFIC

w $300,000 Household Income

w $500,00

1. Trust & fiduciary investment services are provided through Wealth & F Bancorporation, N.A. Investment products and services are NOT insured deposits or other obligations of, or guaranteed by, Zions Bancorporatio the possible loss of principal value or amount invested. California Bank and conditions apply. Loans subject to credit approval; terms, condition assets for wealth advisor services.

Give your wealth the expertise it deserves.

PRIVATE BANKER w Customized Credit

w Enhanced Deposit Solutions w Investment Lines of Credit

PREMIER CLIENT SUPPORT SPECIALIST w Account Service and Maintenance w Monitoring w Transaction Support Click to view the Client Relationship Model Chart

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PRIVATE MORTGAGE LOAN OFFICER w Interest Only 2 w Fixed and Adjustable Rate 2

FFICER Services 1

w One-time Close 2 w Second Home 2

CATIONS 00 Investable Assets 3 w $2MM Net Worth

Fiduciary Services within Wealth Management, a division of Zions d by the FDIC or any federal or state governmental agency, are NOT on or its affiliates, and MAY be subject to investment risks, including & Trust is a division of Zions Bancorporation, N.A. 2. Product terms ns and restrictions apply. See banker for details. 3. $100,000 investable

OUR APPROACH

California Bank & Trust’s Premier Wealth Management represents a comprehensive and proven approach for best managing a complex array of financial assets. For a growing number of Californians, it has become the preferred approach.

DEDICATED RELATIONSHIP MANAGER Chosen based on your specific wealth management needs, your relationship manager will serve as your direct link to an entire team of wealth management professionals. EXPEDITED LENDING APPROVAL To help ensure you can make timely borrowing decisions, you’ll enjoy expedited access to a tailored suite of lending products – and the advice you need to make informed decisions. PERSONAL FINANCIAL ANALYSIS Proper wealth management requires having a plan. Working together, we’ll conduct a personal financial analysis to help establish realistic goals and formulate a detailed plan on how to best achieve them. ACCESS TO A TEAM OF WEALTH MANAGEMENT PROFESSIONALS Wealth management is a complex process and requires subject matter expertise in a variety of areas. We provide you access to credentialed professionals who will take an integrated, holistic approach to achieving your wealth goals. This ensures that at all times you have the best team in place based on your specific needs.

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Premier Wealth Center Locations

Century City 1900 Avenue of the Stars Suite 2350 Los Angeles, CA 90067 (310) 407-6100 Golden Triangle 4320 La Jolla Village Dr. Suite 140 San Diego, CA 92122 (858) 677-2990 Irvine Center 1900 Main Street Suite 125 Irvine, CA 92614 (949) 223-7500

Oakland Main 400 Thomas L Berkley Way 2nd Floor Oakland, CA 94612 (510) 419-1800 Palo Alto 525 University Ave. Suite 23 Palo Alto, CA 94301 (650) 422-7900

A division of Zions Bancorporation, N.A. Member FDIC

Equal Housing Lender | SBA Preferred Lender | NMLS# 467014 B-PWM-319 (05/21) | ©2021 Zions Bancorporation, N.A.

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