Wells Fargo Private Bank provides wealth management services to high net worth individuals who have widely varying backgrounds and needs.
Our focus is on you
Your dedicated relationship manager is focused on understanding you and your family – including your current situation, your goals, your time horizons and your family dynamics.
Based on this foundational understanding, your relationship manager will bring together a dedicated team of specialists who will work together to create an integrated, customized wealth plan to help you achieve your goals. We tailor your wealth plan and bring together wealth planning, private banking, investments, trust solutions, specialized wealth services and insurance for your unique needs.
We hope the illustrative profiles referenced below give you an idea of how we work with a few different types of clients, so that you can begin to understand the care we would take in developing a customized wealth strategy for you.
To learn more about how we can work with you, please contact us.
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.