About Wells Fargo Private Bank

Your goals, your vision

We’ll help you get there with tailored wealth planning and solutions

Who we are

As one of the nation’s leading providers of wealth management services, Wells Fargo Private Bank has extensive experience and a wide range of resources to help you achieve your financial goals.

Here's Our Philosophy

How we work

Starting with an in-depth review of your financial situation, we develop tailored, comprehensive solutions that align with your goals and values. We monitor your progress closely and make adjustments over time to help you keep your wealth plan current.

Understand Our Process

Our advisors

We believe in a team-based approach. Our relationship managers identify and coordinate key professionals across several disciplines, and work with them to develop solutions to address your needs.

Learn About Our Advisors

A little more about us:

  • Named the fourth-largest wealth manager for accounts greater than $5 million in the U.S. by Barron's in 2013
  • Ranked No. 1 Wealth Management/Financial Asset Advisory by the 2014 Best of National Law Journal
How can we help you develop a wealth management plan? Connect With Us

Fighting Poverty in North Carolina

Improving health and wellness in rural communities through collaboration.

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Your diverse needs

Your needs and goals are personal and specific to you. By working to create a comprehensive wealth management plan that aligns with your needs and goals, we can help you: