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 Management
- Family Dynamics
- Deposit and Cash Management Services
- Custom Credit Strategies and Solutions
- Trust and Fiduciary Services
- Specialized Wealth Services, such as Philanthropic Services, 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 Georgia, which invested nearly $6.7 million in 747 nonprofits and schools through corporate and foundation giving.1 Wells Fargo team members in Georgia contributed more than $2.1 million through the annual Community Support Campaign, in addition to a Wells Fargo $500,000 donation to United Way.
1 Source: Wells Fargo, August 2017
