Our Clients' Perspectives
Transcript: Our Clients' Perspectives
Who can I trust to help manage my wealth?
How do I unlock the wealth I have in my company?
I want to contribute to the people and organizations I care about.
Once we’ve gone public, what do I do next?
Mom’s getting older, am I making the right decisions for her?
Will my investments help us to meet our long-term goals?
I want to leave a legacy.
How important is it to have a trust?
How do I plan for the long-term care of my special needs daughter?
What can we do to minimize taxes?
Do we need a will and a power of attorney?
How can we preserve our real estate holdings for future generations?
I need help.
Who can help me?
Who can I trust?
Managing wealth can be complex.
We’re here to help. Wells Fargo Private Bank.
Wealth Planning, Investments, Trust Services, Lending Solutions, Cash Management, Insurance
For more information about Wells Fargo Private Bank visit WellsFargoPrivateBank.com or contact us directly.
Your life. Your Private Bank.
We understand that life is complicated and full of important questions—questions about where you are today and where you’re headed. Every question is an opportunity to get to know you better, and help uncover what’s important to you and your family. We’re here to help.
How we work with you
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, Member SIPC, a registered broker-dealer and separate non-bank affiliate of Wells Fargo & Company.
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.
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 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.
