Welcome to The Private Bank, Utah

Utah 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 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.