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 Management
- Family Dynamics
- Deposit and Cash Management Services
- Custom credit strategies and solutions
- Trust and Fiduciary Services
- Specialized Wealth Services, such as Real Estate Asset Management and Business Advisory Services
- Specialized Financing including Art, Aircraft, and Life Insurance Premium Financing1
Our Commitment to the Community
For 2017, Wells Fargo donated $495,557 to non-profits and schools in northern Nevada and California's El Dorado and Nevada counties. During that same period, over 500 team members volunteered 9,451 hours in support of non-profit events. Additionally, team members personally contributed almost $525,000 through Wells Fargo Bank's Community Support Campaign.2
1 Insurance products are offered through nonbank insurance agency affiliate of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. Not available in all states.
2 Source: Wells Fargo, August 2017
