Welcome to The Private Bank, San Diego

Realize a Better Path Forward. We combine experience and insights to enable our clients to see their financial future in new ways.

Realize a Better Path Forward

We combine experience and insights to enable our clients to see their financial future in new ways.

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