Wealth Management - The Private Bank - San Francisco - Wells Fargo

Welcome to The Private Bank, San Francisco

San Francisco office

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 415-396-2746

We are located at 420 Montgomery Street, 7th Floor, San Francisco, CA 94104

Parking is available at Omni Hotel Valet, 500 California Street, between Montgomery and Kearny Streets

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
  • Fiduciary and Trust Services
  • Real Estate Asset Management
  • Business Advisory Services
  • Social Impact Investing

Our Commitment to the Community

The Private Bank is proud to be a part of Wells Fargo in the San Francisco Bay Region, which invested nearly $26 million in nonprofits and schools. In 2019, Wells Fargo team members in the San Francisco Bay Area personally contributed more than $6 million through the annual Community Support Campaign.

Learn more about how Wells Fargo supports California communities

stories.wf.com/california