A Wealth of Opportunity



Introducing The Private Bank Experience

For generations, advisors have been dedicated to helping individuals and multigenerational families with unique wealth management needs.

Reflecting your values, goals, and aspirations

Focusing on personal attention and delivering on the details

You, Your personal advisor
Wealth planning professional
Portfolio manager
Private banking specialist
Trust advisor
Philanthropic specialist

Bringing together tailored solutions and a commitment to excellence

Your advisor provides access to exclusive resources, specialists, and offerings designed to achieve your desired outcomes. Offered through Wells Fargo Bank, N.A.

Private Banking & Custom Lending
Investment & Asset Management
Trust services
Wealth and Legacy Planning
Philanthropic Services
Family Wealth and Culture Services
Delivering exceptional experiences for distinguished clients, like you
Helping you make the most of what you’ve built

The Private Bank