Investments
Trust & Wealth Management
Your trust is our most valuable asset.
That’s why we are motivated by nothing more than your peace of mind. For over 100 years we’ve worked hard to provide the very best personalized service. We realize it’s more than just money to you. It’s your legacy of work and accomplishments, goals, and dreams.
Oversight and strategic planning for individuals or estates including personal trust, investment management, estate settlement and private banking.
Whether paying for your child’s education or planning for your retirement, our investment professionals will help you understand your options and help you make sound investment decisions.
Comprehensive retirement planning for business owners and their employees. Exchange Bank delivers a wide range of business retirement services including full service for Defined Contribution Plans such as 401(k) and Profit Sharing, IRA and IRA Rollover.
Our History
Exchange Bank has been providing banking services to the Sonoma County community since 1890, and fiduciary and investment services since 1963. The Bank is 51% owned by the Doyle Trust, a perpetual charitable trust, whose dividends fund thousands of scholarships at Santa Rosa Junior College annually.
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