We invite you to schedule an appointment at 617-351-4018
We are located at 125 High Street, 13th Floor
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
