NOTICE: Our Campbell, Sunnyvale, and San Francisco branches are temporarily closed due to shelter in place guidelines and the occasional impact this has on our ability to staff all of our branches. The following branches are open: Cupertino, Dublin, Fremont, Milpitas, Palo Alto, San Jose, Santa Teresa. Branch ATMs remain operational. Click here for branch locations and hours.

  • Earn up to $2,000 by consolidating your investment assets.*

    The more you move, the more you get

    • Simplify your finances - consolidate both retirement and personal investment accounts into just one account with Tech Wealth Management.**
    • Get one statement while still maintaining a diversified portfolio.
    • We take care of all the paperwork —and now you’ll reap an even bigger bonus at every level.
    Bonus Levels

    Invest

    Bonus

    $1,000,000+

    $2000

    $750,000 - $999,999

    $1500

    $500,000 - $749,999

    $1000

    $250,000 - $499,999

    $750

    $100,000 - $249,999

    $300

    $25,000 - $99,000

    $150

    What are you waiting for?

    Get started today, call us at (800) 851-8549 to set up an appointment.

Give us a call

Give Us a Call

We look forward to chatting with you.

(800) 553-0880

For new loan related inquiries, call

(877) 988-0471

View Our Contact Info
Visit Us In Person

Visit Us in Person

We’re here to serve your needs in person at our San Jose Headquarters. Visit us at 2010 N. First Street, San Jose, CA 95131.
Get Directions
More Information

Want More Info?

Interested in learning more about all we have to offer? Receive personal finance tips along with emails focused on key topics. You can even sign up for our monthly newsletter.
Request More Information