At Wells Fargo Private Bank, we work closely with you and your advisors to develop a plan to address the complicated financial decisions facing you and your company.

We draw from a team of local and national specialists to help you, and excel at providing solutions that integrate your business into your overall wealth management plan.

Why Wells Fargo Private Bank?

At The Private Bank, we understand that your needs and those of your business are often closely intertwined.

From succession planning to banking solutions, we seamlessly serve your needs by taking a full balance sheet approach to both your business and personal financial needs.

Sophisticated solutions for complex problems

Here are some of The Private Bank services that business owners find most valuable:

  • Specialized wealth services, including our business advisory services, offer a suite of services for the closely held business owner. Our specialists work with you and your advisors on succession planning, business valuations, facilitating the sale or transfer of the business, and asset management. We also provide tax minimization planning and retirement planning for you and your employees.

  • Wealth planning that takes into account your business assets, and includes customized asset allocation strategies.

  • Investments, including a disciplined approach to asset allocation, in-house investment and asset management strategies not available elsewhere.

  • Private banking deposit and credit services tailored for your business and personal needs and access to a spectrum of cash management solutions.

  • Insurance for specific business needs, such as coverage for buy/sell agreements, plus life, long-term care and disability insurance that are carefully synchronized with your overall wealth plan.

Our Approach

At Wells Fargo, we have helped business owners for more than 160 years; over that time we have developed an approach to serving you that is both simple and powerful.

You will work closely with a relationship manager who serves as your primary point of contact, and introduces you to Wells Fargo specialists. The specialists will address specific issues affecting your business finances and personal wealth management.

We are also quite experienced at working collaboratively with your legal and accounting advisors to craft the solutions that will have the largest positive impact on your business and personal finances.

The bottom line: we offer you the integrated financial solutions and the professional help you need to address the financial issues you face today, and the even greater challenges that may come tomorrow.

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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. Whether any planned tax result is realized by you depends on the specific facts of you own situation at the time your taxes are prepared.
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
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