About Wells Fargo Private Bank

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Focusing on What Matters Most

We can help you unlock opportunities that align with your personal values

First We Listen

Your wealth plan should be as unique as you are, so our first objective is to meet face to face and gain a deep understanding of who you are and what you value. This begins our discovery process. It’s a key component to how we administer over $1091 billion in client assets and deposits. It not only helps to identify your priorities, but often unlocks new insights and opportunities. 

Then We Get to Work

Once we have a deep understanding of your goals and priorities, we can assemble a team uniquely attuned to the mix of experience you need. Your Wells Fargo Private Bank team will work closely with your attorney, accountant, and any other outside advisors to help enable truly holistic solutions supporting every aspect of your financial goals.

Holistic approach

*Financial Advisors are employees of Wells Fargo Advisors. All other mentioned roles are employed by Wells Fargo Bank, N.A., the banking affiliate of Wells Fargo & Company.

Our dedicated specialists can guide you in the areas of:

Advice and Planning

Investment and Asset Management

Private Banking  

Fiduciary and Trust Services  

Family Wealth and Culture Services

Philanthropic Services  

Business Owner Advisory Services

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