Welcome to The Private Bank, Boston

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 617-351-4018

We are located at 200 Berkeley Street, 22nd Floor

Parking available at 400 Stuart Street


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 Real Estate Asset Management
  • Social Impact Investing

Our Commitment to the Community

The Private Bank is proud to be a part of Wells Fargo in Massachusetts, which invested nearly $2.8 million in 186 nonprofits and schools through corporate and foundation giving.1 In 2016, Wells Fargo team members in Massachusetts contributed more than $550,000 through annual our Community Support Campaign. Additionally, in partnership with MassChallenge, Wells Fargo launched a new start-up & innovation center in Newton, as well as provided its third year of grant and volunteer support for young adults at the Lenox Camden Youth Center.





1 Source: Wells Fargo, August 2017