The Private Bank

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

The Private Bank - 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

The Private Bank - Who We Are

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

The Private Bank - What 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

Family Dynamics

Helping you manage more than just your wealth

However you define family, Family Dynamics can help you uncover and address topics that lead to the strengthening of bonds, communication, and a shared sense of purpose with those closest to you.

  • Discover, explore, and share the “why” behind your wealth
  • Mitigate risks related to wealth preservation across generations
  • Enhance family communication and decision-making

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Specialized Wealth Services

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

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