Wealth Management Services

Financial strategies designed for you

With a broad range of offerings, from investments and estate planning, to trust administration and private foundation management, we are dedicated to helping you achieve your goals.

The Private Bank 

Wells Fargo Private Bank is dedicated to understanding you and your goals. Based on what you want to achieve, we’ll bring together a team of professionals for your investment, trust, credit, banking, or other financial needs. We work with you to create a plan that we'll revisit regularly to help get you to where you want to be.

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Abbot Downing

Abbot Downing serves a select number of individuals and families, as well as foundations and endowments, to help preserve and grow assets while building legacies across generations. We go beyond traditional financial services—addressing the financial, social, and personal dimensions of unique wealth.

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Wells Fargo Advisors

Wells Fargo Advisors provides asset management, investment services, portfolio analysis and monitoring, and more. Our Financial Advisors have the experience and resources to develop investment and retirement plans that are easy to understand and monitor. You can get advice based on your specific needs, including an Envision® Investment Plan.

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