Welcome to The Private Bank, Aspen

Realize a Better Path Forward. We combine experience and insights to enable our clients to see their financial future in new ways.

Realize a Better Path Forward

We combine experience and insights to enable our clients to see their financial future in new ways.

We invite you to schedule an appointment at 970-205-2443

We are located at 132 West Main St, Suite A

Private marked parking located behind our office

Working with Us

Your success is our priority. We offer a team-based approach that starts with understanding your needs and developing a plan to help you meet your financial goals.

You benefit from:

  • Custom financial analysis, personalized advice, and comprehensive wealth planning
  • Relationship pricing and discounts
  • Assistance, where and when you need it, through The Private Bank Service Team
  • Our latest thinking: market commentary insights, webcasts, and special reports
  • Access to exclusive events

Our Capabilities

Our goal is to provide high-net-worth individuals and families with personalized wealth management solutions, including:

  • Wealth Planning
  • Investment Management
  • Family Dynamics
  • Deposit and Cash Management Services
  • Custom Credit Strategies and Solutions
  • Trust and Fiduciary Services
  • Specialized Wealth Services, such as Business Advisory Services, Estate Services, and Real Estate Asset Management

Our Commitment to the Community

The Private Bank is proud to be a part of Wells Fargo in Colorado where the combined organization donated nearly $9.15 million to 700 nonprofits and schools through corporate and foundation giving,1 including:

  • $300,000 to match team member gifts to accredited educational institutions and foundations, as part of the company education matching gift program
  • $250,000 to the Sheridan redevelopment, the largest Habitat for Humanity build to date in Metro Denver, producing 63 energy-efficient homes
  • More than $1.3 million in team member contributions through the annual Community Support Campaign

1 Source: Wells Fargo, August 2017.