Wealth Management - The Private Bank - Boston - Wells Fargo

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 617-351-4031

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 can 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 Massachusetts, which invested $7.7 million in nonprofits and schools through corporate and foundation giving. In 2019, Wells Fargo team members in Massachusetts volunteered 9,855 hours. We provided $584.3 million in home mortgage loans for 959 low- and moderate-income residents, 165 small business loans, extending $12.2 million in credit, and 4 community development loans totaling $127 million.1





1 Source: Investing in Massachusetts, Helping local communities grow. March 2020