As an attorney, CPA, or other professional advisor, your clients depend on you for guidance and advice. Working with Wells Fargo Private Bank can help you strengthen client relationships and grow your practice.
We work closely with you to give your clients access to a broad range of strategic wealth management resources to help them build, manage, preserve, and transition wealth.
Respecting your relationships
We respect the important role you play in your clients’ lives. The Private Bank can serve as a valued resource for your practice by providing access to advice and investment strategies that can complement your existing client services.
Through our team-based approach, we focus on collaborating with you to help your clients address their personal needs and achieve their financial goals.
Providing timely market insights for advisors
You’ll benefit from our financial specialists' experience, opinions, and best practices. From wealth management trends to coverage of key market events, you and your clients will learn from our perspectives and insights.
Our thought leaders and experienced analysts are available to provide the critical information needed to help grow business or personal wealth.
Making service a top priority
At The Private Bank, your clients will receive highly customized and personalized service. A local team of our experienced professionals will provide a tailored approach to meet individual wealth management needs.
We take the time to fully understand each client’s financial picture and design a custom wealth management plan. A relationship manager, acting as the primary point of contact, will keep you and your clients informed about the plan and progress toward key goals.
