We invite you to schedule an appointment at 404-279-7882
We are located at 3280 Peachtree Road, NE, Suite 400
Working with Us
We offer a team-based approach that starts with understanding our clients' needs and developing a plan to help them meet their financial goals.
Clients benefit from:
- Custom financial analysis, personalized advice, and comprehensive wealth planning
- Relationship pricing and discounts
- Assistance, where and when they 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 and Asset Management
- Family Dynamics
- Private Banking
- Fiduciary and Trust Services
- Philanthropic Services
Our Commitment to the Community
The Private Bank is proud to be a part of Wells Fargo in Georgia, which invested more than $11 million in nonprofits, schools, and community organizations in 2019.1 Wells Fargo team members in Georgia volunteered nearly 29,500 hours in local communities in 2019.
1 Source: Wells Fargo, 2020 Community Highlights
