We invite you to schedule an appointment at 650-752-0497
We are located at 301 University Avenue, Palo Alto, CA 94301
Parking: 2-hour street parking or 3-hour garage on Bryant Street
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 Services
- Specialized Wealth Services, such as Philanthropic Services, Business Advisory Services, Real Estate Asset Management, and Estate Services
Our Commitment to the Community
The Private Bank is proud to be a part of Wells Fargo in the San Francisco Bay Area, where it invested more than $23 million through 899 grants to local nonprofits, schools and community organizations in 2018 to help the communities and people in need. The counties that stand to benefit include Santa Clara and San Mateo, along with Alameda, Contra Costa, Marin, Napa, San Francisco, Santa Cruz, Solano and Sonoma.1
1 Source: The Patch, Wells Fargo Donated $1.83 Mill. To Santa Clara County Nonprofits, March 2019.
