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.
*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:
Wealth Planning
Investment and Asset Management
Private Banking
Fiduciary and Trust Services
Family Dynamics
Philanthropic Services
Business Advisory Services
Business information and data as of January 14, 2020.
Investment and Insurance Products are:
- Not Insured by the FDIC or Any Federal Government Agency
- Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
- Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
Wells Fargo & Company and its affiliates do not provide legal or tax advice. In limited circumstances, tax advice may be provided by Wells Fargo Bank, N.A. Please consult your legal and/or tax advisors to determine how this information, and any planned tax results may apply to your situation at the time your tax return is filed.
The Private Bank offers products and services through Wells Fargo Bank, N.A., Member FDIC, and its various affiliates and subsidiaries. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.
Brokerage services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.
Wells Fargo Bank, N.A. offers various advisory and fiduciary products and services including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the bank. The bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services and wealth management services to clients. The role of the Financial Advisor with respect to the Bank products and services is limited to referral and relationship management services.
CAR-0721-01591
