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.
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.
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.
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