We invite you to schedule an appointment at 858-261-6230
We are located at 4655 Executive Drive, Suite 1000, San Diego, CA 92121
We are also pleased to serve you in our Rancho Santa Fe location.
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 and Fiduciary Services
- Specialized Wealth Services, such as Estate Services
- Insurance1
Our Commitment to Community
The Private Bank is proud to be a part of Wells Fargo in San Diego and Imperial Counties, which invested more than $3.6 million to 207 nonprofits and schools through corporate and foundation giving, which included $1.2 million for economic development, $975,800 for human and social services, $572,500 for affordable housing, $462,500 for education in K-12, $354,500 for arts and culture, civic engagement, and the environment, and $143,600 in donations by local team members matched by Wells Fargo.2 In San Diego & Imperial Counties, team members contributed over 17,400 volunteer hours and contributed more than $462,000 through the annual Community Support Campaign.
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, March 2019
