We invite you to schedule an appointment at 775-823-4815
We are located at 5340 Kietzke Lane, Suite 200
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 and Asset Management
- Family Dynamics
- Private Banking
- Fiduciary and Trust Services
- Philanthropic Services
Our Commitment to the Community
In 2020, Wells Fargo donated $479,150 to nonprofits and schools in Northern Nevada and California's Nevada and El Dorado Counties. During the same period, more than 2,500 employees contributed 25,000 volunteer hours to Nevada nonprofits, schools, and community organizations.1
