At The Private Bank, we can help you address the additional responsibility of new wealth with comprehensive wealth planning that identifies your deepest values, your hierarchy of needs and your most heart-felt aspirations.

And we’ll help implement your plan with a team of specialists who will introduce you to private banking services customized for the new life you have embarked upon.

New wealth requires a plan

Too often, those who have come into new wealth go for months or years before they realize the need for wealth planning. Sudden new wealth is both an exhilarating opportunity and a challenge fraught with anxiety, and it is easy to make mistakes in these new circumstances.

Too often, we find that some of the newly wealthy enter into the planning process only after they have already made regrettable decisions.

At The Private Bank, we believe that the sooner you start planning for your new wealth, the better. You will find that entering into our wealth planning process will almost immediately relieve anxiety and help you get grounded.

Then you need the help of specialists who care

Our highly experienced professional planners will answer your questions and help you lay out the financial structure for your new life.

For more complex new wealth issues, your relationship manager will call on the services of highly credentialed Wells Fargo specialists who will develop customized programs tailored to fit your unique circumstances.

Over time, your needs will change. That is why we provide a wide range of services for every stage of life. Our private banking, investments, trust solutions and specialized wealth solutions like life management services and philanthropic services will ease the way for you and your family throughout the years to come.

Most of all, you will find that at The Private Bank, you have the services of people who really care about helping you get the best possible start on your new life. Read about our philosophy and process for wealth management, and you will begin to understand why The Private Bank is such a comfortable home for those adjusting to a life forever changed by new wealth.

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