A personal approach to serving you.

For more than 160 years, Wells Fargo has helped generations of families build, manage, preserve and transition their wealth.
Our approach to private wealth management focuses on bringing together the people, philosophy and process to serve your unique financial needs and aspirations.
People, Philosophy, Process, Success

What we believe about successful wealth management

At Wells Fargo, we are focused on helping our clients succeed, and work continuously to improve our approach. Our long tradition of service suggests to us that there are three keys to providing successful wealth management: people, philosophy and process.

We see that the service that we offer can be no better than the quality of the people serving our clients, and that is why we place a great deal of emphasis on hiring the right people, training them appropriately, and encouraging them to grow professionally.

We have found that for us the right philosophy is centered on client focus, an extensive investment platform and continued innovation.

And finally, we have found that effective wealth management requires diligent execution of a disciplined process focused on helping each client succeed, and evolving that plan to meet changing life circumstances.

Learn more about how Wells Fargo Private Bank can enrich your life with private wealth management solutions custom-designed to address your deepest needs and aspirations.

Our commitment to you

Wells Fargo is proud of our tradition of private wealth management. At The Private Bank, we are focused on helping you succeed, and commit that we will:

  1. Develop and implement a comprehensive wealth plan tailored to your needs.

  2. Leverage our disciplined, consultative goals-based wealth planning process to address the wealth management issues that you are likely to face in your financial life.

  3. Utilize the vast resources of Wells Fargo to develop integrated wealth management solutions tailored to meet your particular needs.

  4. Deliver exceptional, personalized service through your dedicated relationship manager, and The Private Bank service team available 24/7.
Wells Fargo Private Bank provides products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries.
Insurance products are offered through Wells Fargo & Company affiliated non-bank insurance agencies (California Insurance license #26-0070024). Not available in all states.
Wells Fargo Bank, N.A. Member FDIC
Investment and Insurance Products are not FDIC Insured, have no Bank Guarantee and May Lose Value