Feel confident investing for your future
Our commitment to putting your needs first, coupled with our strategic approach to investment management, has effectively achieved our clients’ goals for generations.
You’ve worked hard. Now let’s put your money to work to reach more of your dreams.
How you define success drives how we build your portfolio
Ask us about our four asset class model. Intended to optimize risk and return, it combines:
- Fixed income
- Real assets
- Alternative investments
As risk managers, we consistently address portfolio risk and market volatility from many perspectives. Also, we can help you manage tax considerations.
Do you hold real estate, business partnerships, or mineral land rights? We’re experienced in integrating specialty assets into investment plans, too.
We invite you to put us to work for you, so you can devote more time to what you love.
Get investment advice that is right for you. Contact Us
Wells Fargo Private Bank provides products and services through Wells Fargo Bank, N.A., and its various affiliates and subsidiaries. Brokerage products and services are offered through Wells Fargo Advisors, a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker dealer and separate non-bank affiliate of Wells Fargo & Company.
Wells Fargo Investment Institute, Inc. (“WFII”) is a registered investment adviser and wholly-owned subsidiary of Wells Fargo & Company and provides investment advice to Wells Fargo Bank, N.A., Wells Fargo Advisors and other Wells Fargo affiliates. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.
Deposit products offered by Wells Fargo Bank, N.A. Member FDIC.
Insurance products are offered through Wells Fargo & Company affiliated non-bank insurance agencies. Not available in all states.
Wells Fargo & Company and its affiliates do not provide legal advice. Please consult your legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your situation at the time your taxes are prepared.
Asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment losses.
Real estate investments carry a certain degree of risk and may not be suitable for all investors.
Fixed income securities are subject to availability and market fluctuation. These securities may be worth less than the original cost upon redemption. Certain high-yield/high-risk bonds carry particular market risks and may experience greater volatility in market value than investment-grade corporate bonds. Government bonds and Treasury bills are guaranteed by the U.S. government and, if held to maturity, offer a fixed rate of return and fixed principal value. Interest from certain municipal bonds may be subject to state and/or local taxes and in some instances, the alternative minimum tax.
Some alternative investments and real assets may be available to pre-qualified investors only.
Investment and Insurance Products:
- Are Not insured by the FDIC or any other federal government agency
- Are Not deposits of or guaranteed by a Bank or any Bank Affiliate
- May Lose Value