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