Wealth Management

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A Partnership You Can Trust

American Trust California is a division of American Trust & Savings Bank, a bank that's been established for over 100 years with trust assets of over $1,500,000,000.

Since 1947, American Trust has offered wealth management, investment management, and retirement planning services to individuals, not-for-profit entities and businesses.

American Trust is a member of ATBancorp®, a family-owned bank holding company headquartered in Dubuque, Iowa with over one billion dollars in assets. ATBancorp and many of its shareholders are founding investors in United American Bank. 

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Cathleen M. Colgan

Managing Director, Vice President and Trust Officer
American Trust
650.548.3102
ccolgan@americantrust.com

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Cathy Brucker

Vice President and Trust Officer
650.548.3104
cbrucker@americantrust.com


Wealth Management Investment Management Retirement Planning

Living Trusts & Testamentary Trusts

Estate Settlement & Administration

Agency Accounts/Custody Services

Strategic Asset Allocation

Fixed-Income Investments & Equity Investments

New Comparability Plans

Profit Sharing Plans

401 (K) Plans

Defined Benefit Plans IRAs

Wealth Management

Living Trusts & Testamentary Trusts

Estate Settlement & Administration

Agency Accounts/Custody Services

Investment Management

Strategic Asset Allocation

Fixed-Income Investments & Equity Investments

Retirement Planning

New Comparability Plans

Profit Sharing Plans

401 (K) Plans

Defined Benefit Plans IRAs

Learn more about the wealth management services offered by American Trust and log in to your account:

The Trust & Wealth Management Services purchased through American Trust:

  • Are not insured by the Federal Deposit Insurance Corporation (FDIC)
  • Are not deposits or other obligations of United American Bank or American Trust and are not guaranteed by United American Bank or American Trust
  • May fluctuate in value and are subject to investment risks, including possible loss of the principal invested.