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 financial solutions delivered through personalized relationships with dedicated advisors.

Our Solutions

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Expand your purpose

Reflect your personal values in your investment strategy and make a positive impact on the world.

  • Choose from a wide range of responsible investment strategies
  • Help generate a positive environmental and social impact
  • Leverage the deep knowledge of our experienced investment managers

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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