Welcome to The Private Bank, Palo Alto

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 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 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 the San Francisco Bay area, which invested nearly $26 million in nonprofits and schools. In 2019, Wells Fargo team members in the San Francisco Bay Area personally contributed more than $6 million through the annual Community Support Campaign.1 

Learn more about how Wells Fargo supports California communities.



1 Source: The Patch, Wells Fargo Donated $1.83 Mill. To Santa Clara County Nonprofits , Wells Fargo March 2020.