A wealth strategy tailored to you.

 
Wells Fargo Private Bank offers a comprehensive range of wealth management solutions designed to help you build, manage, preserve and transition wealth.

Build wealthShow Details

 
You have achieved great success, and now life offers you many opportunities. If you are like many who are building wealth, you may be focused on several different goals: to continue to enhance your lifestyle, to care for your loved ones, and to expand your philanthropic outreach in the future. The Private Bank has the comprehensive wealth management resources you need to put you on the right path.

Our wealth planning process lays the foundation for success by creating a complete picture of your unique goals, timeframe and financial situation, so we can customize our wealth management services to fit your needs. Once we understand your goals and risk tolerance, we can align investments, private banking, trust solutions and insurance to help you achieve your growth goals across your full wealth balance sheet.

Manage wealthShow Details

 
As your wealth grows, your needs may become more complicated. You may want guidance to address concentrated stock holdings, to manage real estate properties, or to align your debt structure with your goals – while still preserving capital for other investments. Wealth planning is important because it takes all of your assets into account, not just liquid or investable assets.

Your relationship manager is responsible for guiding you through our wealth planning process and will leverage liquid and illiquid assets across your balance sheet to help you achieve your goals.

Our private banking services introduce you to sophisticated ways to manage credit and deposit solutions. And our specialized wealth services help you with those particularly vexing problems that often seem to fall through the cracks, such as a special needs trust for a disabled family member, or life management services for an aging parent.

Preserve wealthShow Details

 
With the fluctuations of the market over the last several years, we hear more and more often that preservation of wealth and lifestyle is a top priority for clients like you. Your relationship manager coordinates a team of wealth planning specialists from across The Private Bank and Wells Fargo to create a comprehensive wealth management plan and devises strategies that help keep you on track in up and down markets.

Proper asset allocation is core to our investments philosophy – we work diligently to understand you and your risk tolerance before devising a customized strategy to help meet your needs. Additionally, your private banker can work with you to understand how to best leverage cash, cash equivalents or other private banking solutions to manage risk. Also, our insurance solutions can help address a variety of needs and goals.

Transition wealthShow Details

 
Defining and planning for the execution of your legacy and transition of your wealth is often a core goal for people like you. Caring for loved ones, understanding appropriate strategies to minimize taxes while transferring wealth to the next generation, transitioning a business, and supporting the causes you are passionate about are often key objectives in high net worth wealth plans.

Through the wealth planning process, your relationship manager will work to understand your goals and objectives. From this foundation, we will bring together trust and fiduciary specialists, as well as members of our business advisory services, estate services, legacy trust, and philanthropic services to work with you and your advisors to design the trust solutions and specialized wealth services you need to prepare for the smooth transition of your wealth.
 
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.
Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses.
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