Welcome to The Private Bank, New York City

New York city skyline

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 917-594-4212

We are located at 150 E 42nd St, 42nd floor, New York City, NY 10017


Working with Us

Your success is our priority. We offer a team-based approach that starts with understanding your needs and developing a plan to help you meet your financial goals.

You benefit from:

  • Custom financial analysis, personalized advice, and comprehensive wealth planning
  • Relationship pricing and discounts
  • Assistance, where and when you 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
  • Fiduciary and Trust Services
  • Real Estate Asset Management
  • Business Advisory Services
  • Social Impact Investing

Our Commitment to the Community

The Private Bank is proud to be a part of Wells Fargo in New York, which invested nearly $21.1 million donated through 336 grants to nonprofits and schools in 2019. Additionally, Wells Fargo team members in New York personally contributed more than 21,500 volunteer hours through the annual Community Support Campaign.