The Private Bank

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We provide personalized wealth management solutions for high-net-worth individuals.

Why The Private Bank?

Why The Private Bank

We offer a service-oriented and goal-focused partnership, backed by Wells Fargo, to help support and drive our clients' financial success.

Our Philosophy

Who are our experts?

Who we are

Our dedicated specialists have combined expertise in investment management, banking, and financial planning to tailor wealth management solutions specifically fit for you.

Our Advisors

What solutions do we offer?

What we offer

From local private banking services to global investment management, we offer a wide range of financial solutions delivered through personalized relationships with dedicated advisors.

Our Solutions

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Second home purchase

Financing your beachfront dream

Using securities as collateral* may help you finance the down payment for your vacation home through Wells Fargo Private Bank

  • Preserve available cash flows
  • Avoid disrupting your investment goals
  • Avoid capital gains taxes

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Specialized Wealth Services

Managing your complex assets and changing needs

  • Areas of expertise include charitable giving, estate settlement, and real estate asset management
  • Solutions for each stage of business ownership
  • Support for the needs of aging adults or people living with disabilities

View Our Solutions