At Wells Fargo Private Bank, our dedicated team of highly specialized wealth management professionals work with you to craft a customized plan to build, manage, preserve and transition your wealth.
A team-based approach to wealth management
Managing your wealth properly is a great challenge in today’s world.
Consider the variety and sophistication of financial solutions available today, the complexity of state and federal tax laws, and the near certainty that more complexity is on the way.
To deliver the service you want and deserve, your private bank must understand your deepest goals and anticipate your needs, while supporting you with an army of highly qualified specialists experienced in dealing with the most difficult wealth management issues.
At The Private Bank we believe that our team-based approach to wealth management gives you the optimal mix of personal service and experienced counsel.
Three ways we serve your current and future needs
- Relationship manager – Your relationship manager is your primary point of contact with The Private Bank. Working closely with your current advisors, the relationship manager will build a customized team of wealth advisors around your needs and orchestrate the service you receive.
- Experienced specialists – As a client of The Private Bank, you get access to a team of highly experienced specialists, as well as the vast resources of Wells Fargo & Company.
- Exclusive, dedicated service team – Because your needs are different from those of other investors, we offer you a dedicated service team available by phone and email 24 hours a day, 7 days a week.
The Private Bank team members who will work with you are highly trained and can address the most complicated financial issues you may encounter. Depending on your needs, your team may include:
Your wealth advisor acts as your relationship manager, hand-selecting the team of specialists who will work with you based on your needs and objectives. If you are more comfortable working with a specialist with whom you already have a relationship, that person could also be your relationship manager.
Your wealth planning specialist develops a comprehensive wealth plan based on your financial needs and goals.
Your investment manager builds a comprehensive plan for your investments to help you build and manage your wealth.
Your financial advisor provides a variety of financial services that may include brokerage services, individual retirement plans, separately managed accounts and annuities.
Your private banker focuses on meeting your personal credit and deposit needs and suggests private banking strategies.
Your insurance specialist offers insurance solutions for you and your family that may include life, long-term care and disability insurance.
Wells Fargo Private Bank provides products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries.
Brokerage products and services including WellsTrade are offered through Wells Fargo Advisors. Wells Fargo Advisors is the trade name used by two separate registered broker-dealers: Wells Fargo Advisors, LLC and Wells Fargo Advisors Financial Network, LLC, (Members SIPC), non-bank affiliates of Wells Fargo & Company.
Insurance products are offered through Wells Fargo & Company affiliated non-bank insurance agencies (California Insurance license #26-0070024). Not available in all states.