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 $4.2 million in 242 grants to San Diego and Imperial County nonprofits, schools, and community organizations in 2019. With approximately 2,300 team members employed in the region, over 16,000 volunteer hours were contributed to the San Diego and Imperial Counties in 2019.2
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, September 2019
