Preserve, manage, and grow your wealth
With our focus on wealth preservation through fiduciary-based investment strategies, we support our high-net-worth clients (with over $750,000 in investable assets) with a complete range of specialized services that meet the highest standards.
At Rabobank, our team of specialists has the knowledge and expertise to assist you with every aspect of your finances, including:
- Investment management of your individual portfolios, business reserves, and retirement accounts
- Administration of your estate assets as a trustee, executor, or conservator
- Specialized expertise in establishing and managing endowments, non-profits, and private foundations
Rely on your Wealth Advisor to coordinate the full range of services you need to preserve, manage, and grow your wealth - from strategy and planning through ongoing management and administration.
Contact one of our experienced Wealth Advisors today for a comprehensive wealth management consultation:
San Luis Obispo
75 Santa Rosa St.
San Luis Obispo, CA 93405
Call (805) 269-7074
33 E. Carrillo St.
Santa Barbara, CA 93101
Call (805) 879-9306
2041 Forest Ave.
Chico, CA 95928
Call (530) 891-3494 ext. 3223
Investment Note: Some Investments Are Not FDIC Insured, Have No Bank Guarantee, and May Lose Value.