Welcome to The Private Bank, Seattle - Greater Puget Sound Region

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 206-343-5000

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 and Solutions
  • 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 $4.2 million in nonprofits and schools.1 In 2016, Wells Fargo team members in Washington personally contributed more than $1.2 million through the annual Community Support Campaign.




1 Source: Wells Fargo, August 2017