Off the shelf is never on the table
Significant wealth can come with significant complexity, and effectively managing it might take more than the standard slate of services. Our advisors have supported the needs of individuals, multi-generational families, family offices, and institutional investors for decades, plotting a clear path through the intricacies of wealth with specialized experience, deep industry knowledge, and precisely crafted solutions.
For your advisor, getting to know you is step one; your goals, your needs, and everything that uniquely makes your financial situation yours. And then they get to work, crafting a wealth management solution that feels boutique, while backed by the resources of one of the world’s largest financial institutions. There’s really no other way to do it, because when it comes to your wealth, there’s just one way to manage it—yours.
A wealth of opportunity
Start building a path to your financial future today. Request a Call
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
The Wells Fargo Private Bank (The Private Bank) experience connects clients with products and services provided by Wells Fargo Bank, N.A. and/or Wells Fargo Advisors. Wells Fargo Bank, N.A. provides investment management services as part of its trust and fiduciary services, deposit products, lending products and other bank products. Wells Fargo Advisors provides investment advisory and brokerage services. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. 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. For Bank products and services, The Bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services, and wealth management services to clients. The role of the Financial Advisor with respect to Bank products and services is limited to referral and relationship management services. Eligibility for The Wells Fargo Private Bank experience is subject to change without prior notice. Products and services may have qualification or pre-acceptance requirements that are different than the eligibility requirements for The Wells Fargo Private Bank experience.
Deposit products offered by Wells Fargo Bank, N.A. Member FDIC.
