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 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 $10.7 million in nonprofits and schools through corporate and foundation giving.1 In 2018, Wells Fargo team members in Massachusetts volunteered 12,500 hours and contributed $565,000 through our annual Community Support Campaign.





1 Source: Wells Fargo, 2018