You have many choices when it comes to managing your wealth. That’s why we work hard to provide our clients with a high level of personalized service. Our experienced relationship managers will work with you to help develop customized solutions that are just right for your needs.
As a client of Wells Fargo Private Bank, you can expect:
- An advisor who understands you: Your dedicated relationship manager will spend time gaining a deep understanding of your situation, your goals and your preferences.
- Investment management with a disciplined, goals-based approach: We’ll help you build a plan for dealing with risk, volatility, and changing market conditions.
- Access to a wealth of resources: In-depth analysis and insights on the latest economic news and market trends.
Talk with us today to see how The Private Bank can help you. Call 1-866-460-8465 or complete this form to let us know the most convenient time to call you. Or, contact one of The Private Bank offices near you.
We look forward to connecting with you soon.
Investment and Insurance Products are:
- Not Insured by the FDIC or Any Federal Government Agency
- Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
- Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
The Private Bank offers products and services through Wells Fargo Bank, N.A., Member FDIC, and its various affiliates and subsidiaries. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.
Brokerage services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.
Insurance products are offered through non-bank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
Wells Fargo Bank, N.A. offers various advisory and fiduciary products and services including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the bank. The bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services and wealth management services to clients. The role of the Financial Advisor with respect to the Bank products and services is limited to referral and relationship management services. Some of The Private Bank experiences may be available to clients of Wells Fargo Advisors without a relationship with Wells Fargo Bank, N.A.
Wells Fargo & Company and its affiliates do not provide legal advice. Please consult your legal and tax advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your situation at the time your taxes are prepared.
