A key member of your team
Successful ventures are often created and managed through a team-based approach. Your Wells Fargo Private Bank relationship manager can be a key member of your trusted team, helping coordinate your wealth management needs.
Your relationship manager serves as your primary point of contact, bringing together additional specialists — such as investment strategists and private bankers — who can add their specialized experience to your situation as needed.
Focused on your goals
Our team-based approach helps facilitate communication among the key professionals who work together to help you achieve your goals. Combining the talents of our banking, investment, planning, business advisory, and other specialists with the advisors who may already serve your family provides you with a comprehensive and tailored wealth management plan.
Our team-based approach
*Financial Advisors and wealth insurance specialists 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.
Relationship manager
One member of your team will serve as your relationship manager, your primary contact who will coordinate the broader team of specialists serving you.
Experienced specialists
Our seasoned professionals are available to help meet your needs across multiple financial disciplines including wealth planning, banking, investing, business advisory, insurance, and trust services.
Resources from Wells Fargo & Company
Your team can tap into the broad resources of Wells Fargo & Company for needs such as business banking, private mortgage banking, and foreign exchange services.
Your dedicated service team
Available any time you need us, you have access to a dedicated service team 24 hours a day, 7 days a week.
Solutions for your needs
Your life may require a diverse set of financial strategies. We customize our solutions to fit your goals and needs.
Explore Our Solutions
Wells Fargo Private Bank provides products and services through Wells Fargo Bank, N.A., 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.
Residential Mortgages offered through Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A.
Equal Housing Lender
Wells Fargo & Company offers swaps, foreign exchange hedging products and foreign currency risk management solutions through Wells Fargo Bank, N.A., which is a swap dealer registered with the Commodity Futures Trading Commission (“CFTC”) and a member of the National Futures Association (“NFA”). Balances held offshore, including multi-currency accounts and foreign deposits, are not FDIC-insured, may lose value, and are not guaranteed. Foreign Exchange and Interest Rate Risk Management products and services are subject to customer qualification.
Deposit products offered by Wells Fargo Bank, N.A. Member FDIC.
Insurance products are offered through Wells Fargo & Company affiliated non-bank insurance agencies. Not available in all states.
Wells Fargo & Company and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your taxes are prepared.
Wells Fargo Bank, N.A. offers various advisory and fiduciary products and services including discretionary portfolio management. Financial Advisors of Wells Fargo Advisors may be paid an ongoing or one-time referral fee in relation to clients referred to the bank. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and separate non-bank affiliate of Wells Fargo & Company. 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 bank products and services is limited to referral and relationship management services.
Investment and Insurance Products are:
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Not insured by the FDIC or any Federal Government Agency
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Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
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Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
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