We invite you to schedule an appointment at 206-340-4651
We are located at 999 3rd Avenue, Suite 4000
Parking available in our building and validated at reception
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
- Trust and Fiduciary Services
- Specialized Wealth Services, such as Business Advisory Services, Real Estate Asset Management Services, and Estate Services
- Social Impact Investing
Our Commitment to the Community
The Private Bank is proud to be a part of Wells Fargo in Washington, which invested nearly $3.1 million in nonprofits and schools.1 In 2018, Wells Fargo team members in Washington personally contributed more than $1 million through the annual Community Support Campaign.
1 Source: Wells Fargo, 2018
