Wealth Management

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:

 Bakersfield
3800 Riverlakes Drive 
Bakersfield, CA 93312
(661) 833-7212
 Stockton
1889 W. March Lane
Stockton, CA 95207
(209) 870-3200
Santa Barbara
3757 State Street 
Santa Barbara, CA 93105
(805) 879-9306  
San Luis Obispo
75 Santa Rosa Street
San Luis Obispo, CA 93405
(805) 547-8500 
Palm Desert
41-990 Cook Street, Bldg H, Suite 701
Palm Desert, CA 92211
(760) 346-0228

 

The Wealth Management Division of Rabobank, N.A. is not a broker dealer and any brokerage services are provided by a separate licensed and registered broker dealer. Investments held through Rabobank, N.A.’s Wealth Management Division are not FDIC insured, are not Bank guaranteed and may lose value.

The Rabobank Advantage
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Fiduciary Expertise

Banks acting in a fiduciary capacity as trustee or investment agent have the highest level of fiduciary responsibility imposed by federal regulations and state law - unlike individuals, who often lack the oversight or experience to maintain these high standards. At Rabobank, you can expect an unparalleled level of expertise and transparency in the management of your assets.

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Active Investment Management

As a total return asset manager, our focus is on wealth preservation through fiduciary-based investment strategies designed to balance your goals and risk tolerance with current market conditions. Our goal is to give every client a superior level of performance tempered by our risk management practices. And our compensation is fee-based, so we receive no other form of compensation from any other source - ensuring an unbiased commitment to helping you achieve your investment objectives.

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Seasoned Professionals

Your Rabobank team specializes in strategic wealth planning, investment management, trust and estate services, as well custody.

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