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
