At Wells Fargo Private Bank, our holistic approach to wealth planning starts with your relationship manager. You and your relationship manager will draw support from a team of highly experienced specialists.

Key elements of wealth planning at The Private Bank

Our wealth planning process focuses on developing a clear picture of your unique needs and goals, and leads to a personalized action plan that aligns solutions with those goals.

The wealth planning process begins with a core planning review that helps enable you and your family to:

  • Identify and prioritize your most important wealth management goals and concerns
  • Review a net worth statement to gauge your progress toward reaching those goals
  • Articulate how you oversee your investments and view your personal tolerance for investment risk
  • Review a checklist of important estate documents, including wills, powers of attorney, living trusts and beneficiary designations

Your dedicated wealth planning team

From this foundational understanding, your relationship manager will coordinate a team of local specialists tailored to your unique needs and goals.

For clients with comprehensive or complex wealth planning needs, we can provide consultation on various components of your wealth plan, including:


Our highly experienced professionals also provide specialized wealth planning services to clients who own a closely held business, or hold a senior executive position at a Fortune 1000 firm.

The wealth planning process often identifies several options for you to consider. Your relationship manager and planning specialist can help you decide which of the solutions and strategies are most appropriate for you. Then, your relationship manager will mobilize The Private Bank’s full resources to put your plan into action.

Share this page

 

Choose a link above. We provide these links to external websites for your convenience. Wells Fargo does not endorse and is not responsible for their content, links, privacy policies, or security policies.

 
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 & Company and its affiliates do not provide legal advice. Please consult your tax or legal advisors to determine how this information may apply to your own situation.
Wells Fargo Bank, N.A. Member FDIC
Investment and Insurance Products: Are Not insured by the FDIC or any other federal government agency - Are Not deposits of or guaranteed by the Bank or any Bank Affiliate - May Lose Value
Equal Housing Lender
* You need Adobe® Reader® to read PDF files. Download Adobe Reader for free.