Wealth Management Services



Financial strategies designed for you

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

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A one-on-one relationship with a dedicated advisor

Need personal attention? A financial advisor from Wells Fargo Advisors can work with you to build a plan toward the life you want.

  • Personalized investment planning and guidance
  • Customized investment strategies

Talk with a financial advisor to learn more.

Wells Fargo Advisors

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Team-based wealth management

Your advisor will assemble a team of specialists and develop strategies to help drive towards your unique objectives As a client qualified for The Private Bank, you can expect an elevated experience delivered through:

  • Personalized service
  • Tailored solutions
  • Additional benefits and features designed to help simplify the complexities of managing significant wealth

Connect with a specialist to learn more.

The Private Bank

Disclosures

    Investment and Insurance Products are:
    • Not Insured by the FDIC or Any Federal Government Agency
    • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
    • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

  • Brokerage services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.

  • The Private Bank is an experience level for qualifying clients of Wells Fargo Wealth and Investment Management (WIM). WIM offers financial products and services through affiliates of Wells Fargo & Company. Bank products and services are available through Wells Fargo Bank, N.A.

  • Wells Fargo Bank, N.A. ("the Bank") offers various banking, advisory, fiduciary and custody products and services, including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. In these instances, the Bank is responsible for the day-to-day management of any referred accounts.

  • PM-07302026-6737841.14.19

  • LRC-0225