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Wealth Management & Trust

In a world of banks too big to care, Bank of Marin Wealth Management & Trust Services stands apart. Our local team is decidedly different, offering responsive, no nonsense advice and prudent oversight. With a wide range of products and strategies to draw from, we work to grow and protect your wealth. You can count on us for candid advice and unbiased assessments with customized investment strategies and services to both individuals and organizations requiring trust or investment services.

For more information about our wealth management and trust services, and how we can help solve your unique financial needs, please contact a member of our knowledgeable Wealth Management & Trust Team.

Investment Management

We build and maintain customized portfolios for individuals, families, trusts, foundations, businesses, and charitable organizations with competitive, transparent and flexible fee schedules.

Benefit from:

  • Prudent portfolio asset management based on your risk tolerance, objectives and tax status
  • Active professional asset management of individual stocks, bonds, and cash for portfolios greater than $500,000
  • Regular performance reporting from independent sources compliant with regulatory guidelines
  • Consistent one-on-one meetings and analysis of your portfolio.
  • Ability to view your account online
  • Coordination with other advisors, such as attorneys, accountants and CPAs
  • Independent custodial accounting of your assets
  • Retirement benefit plan management for small to medium-size businesses (401k)

Financial Planning

We’re here to help you align your financial situation with your goals, lifestyle, and personal philosophy.

Talk to us about:

  • Asset Allocation and Investment Management
  • Insurance needs, Education and Retirement Planning
  • Income needs and Cash Flow Analysis
  • Charitable giving
  • Estate Planning (wealth preservation) and Family Business Succession planning

For more information, contact our Wealth Management & Trust Team.

Trust Services

Our experienced, professional team of trust officers administer trusts either as a sole corporate trustee, co-trustee or as your agent

  • Personal estate plan consultation with referrals to other trusted professionals, if needed
  • Investment professional management and oversight of all trust assets
  • Administration of living, testamentary, Special Needs and Charitable Remainder Trusts
  • Payment of routine monthly bills on your behalf
  • Estate settlement and distribution

For more information, contact our Wealth Management & Trust Team.

Retirement Benefit Plans

Business owners need to recruit and retain the best and the brightest employees. Retirement benefit plan options such as a 401(k) can make your company more attractive to the talent you seek. Bank of Marin has aligned with Pentegra Retirement Services™, a leading provider of retirement programs for over 70 years. Our partner is equipped to personally handle each plan and ensure success by optimizing results at the lowest possible cost.

In addition to the popular, flexible 401(k), Pentegra can help business owners with Money Purchase, Defined Benefit Plans and Employee Stock Ownership Programs (ESOPs and KSOPs).

For more information, contact our Wealth Management & Trust Team.

In partnership with Pentegra Retirement Services™.

Investment Products:

  • Not FDIC Insured
  • No Bank Guarantee
  • May Lose Value