We invite you to schedule an appointment at 858-261-6230
We are located at 4655 Executive Drive, Suite 1000
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 the Community
The Private Bank is proud to be a part of Wells Fargo in San Diego and Imperial Counties, which invested nearly $4.2 million in over 279 nonprofit organizations.2 In 2016, Wells Fargo provided $500,000 to local nonprofits supporting neighborhood revitalization projects for the Greater San Diego Region, and in San Diego & Imperial Counties, team members contributed over 12,500 volunteer hours.
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
