We invite you to schedule an appointment at 385-415-7964
We are located at 299 S Main St., 7th Floor, Salt Lake City, UT 84111
We are pleased to serve you at our Salt Lake City and Park City locations
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
- Business Advisory Services
- Endowment and Foundation Administration
- Life Insurance Premium Financing
Our Commitment to the Community
Wells Fargo Private Bank is proud to be a part of the Utah community, where we have donated nearly $2.4 million through 258 grants to nonprofits, schools and community organizations. In our local communities, team members contributed nearly 45,000 volunteer hours. Recently, our team joined hundreds of other Salt Lake Valley volunteers at a Project Homeless Connect event. This Wells Fargo-sponsored one-day event connected homeless individuals with much-needed services including dental work, eye exams, haircuts, legal assistance, housing assistance, veteran’s services, bike repair, and more. Over 100 service providers helped almost 900 of Utah’s community members with vital services that they may not otherwise be able to afford or obtain.
Wells Fargo, March 2020
Investment and Insurance Products are:
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Not insured by the FDIC or any Federal Government Agency
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Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
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Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
Wells Fargo Wealth Management and Wells Fargo Private Bank provide products and services through Wells Fargo Bank, N.A., and its various affiliates and subsidiaries. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.
Brokerage services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors Financial Network, LLC, Members SIPC, registered broker-dealers and separate non-bank affiliates of Wells Fargo & Company.
Deposit products offered by Wells Fargo Bank, N.A. Member FDIC.
Wells Fargo Bank, N.A. (the “Bank”) offers various advisory and fiduciary products and services including discretionary portfolio management. Financial Advisors of Wells Fargo Advisors may refer clients to the bank for an ongoing or one-time fee. The role of the Financial Advisor with respect to bank products and services is limited to referral and relationship management services. The Bank is responsible for the day-to-day management of non-brokerage accounts and for providing investment advice, investment management services, and wealth management services to clients. The Financial Advisor does not provide investment advice or brokerage services to Bank accounts but does offer, as applicable, brokerage services and investment advice to brokerage accounts held at Wells Fargo Advisors. The views, opinions, and portfolios may differ from our broker-dealer affiliates.
Wells Fargo & Company and its affiliates do not provide legal or tax advice. Please consult your legal and/or tax 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 own situation at the time your tax return is filed.
Equal Housing Lender
WCR-0720-00140
