Wells Fargo Private Bank brings a clear and straightforward philosophy to wealth management – we are focused on you the client, drawing upon the full resources of our extensive investment platform to serve you with our proven record of innovation.

Three core elements define how we work with you to help you achieve your goals:

  1. Focus on you – When we enter into a relationship with you, we take the time to learn how best to serve you based on your needs, goals and values. Then we continually evolve our vision of how best to serve you as your circumstances change. This focus on you drives the relationship and determines how we offer services and solutions.

  2. Our robust investment platform – We are committed to delivering objective guidance, and offering the best solutions, including both in-house and third party investment products.

  3. Innovation – Many people don’t realize that Wells Fargo created the first index fund, Modern Portfolio Theory, and the first Internet Bank. We continue to apply this innovative thinking today so that we can bring you fresh, best-in-class wealth management solutions to help you achieve your goals.
Wells Fargo Private Bank provides products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries.
Wells Fargo Bank, N.A. Member FDIC
Investment and Insurance Products are not FDIC Insured, have no Bank Guarantee and May Lose Value