Leveraging Resources Across Wells Fargo & Company

Products and Services Available ThroughWells Fargo Private Bank

The Harris Financial Strategies Group is committed to providing personalized, goal-based planning and investment services for individual investors, affluent families, and business owners.

At Wells Fargo Advisors, we have assembled a team of highly qualified professionals with complementary skill sets to help clients address goals such as preserving wealth, growing assets and tax-efficient investing strategies. We are supported by one of the nation’s leading financial services firms because we understand the complexities of life exceed the capabilities of one financial advisor alone.

Whatever your objective – preserving wealth, growing wealth, or transferring wealth – we are poised to support you on your course toward your desired financial future. And because your needs are complex, we will leverage the resources from across Wells Fargo & Company to help you pursue your goals, including the resources available through Wells Fargo Private Bank.

Through Wells Fargo Private Bank, we can provide you with access to specialists who can offer a full range of wealth management solutions to help address your complex financial and wealth planning situations including:

  • Wealth Planning 
  • Private Banking
  • Trust and Fiduciary Services 
  • Fiduciary Investment Management
When appropriate, these Wells Fargo Bank Specialists can also provide access to specialized wealth services including:

  • Business Advisory Services 
  • Estate Services
  • Legacy Trust-Oil, Gas & Mineral Management
  • Philanthropic Services
  • Real Estate Asset Management
  • Special Needs Trust Services

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*Financial Advisors are employees of Wells Fargo Advisors. All other mentioned roles are employed by Wells Fargo Bank, N.A., the banking affiliate of Wells Fargo & Company.

A Team of Specialists from Wells Fargo Private Bank.
Dedicated to You.

Your Wells Fargo Private Bank team will work with your attorney, accountant, and other outside advisors to support your financial goals.

Wells Fargo Private Bank offers dedicated specialists in:

  • Philanthropic Services
  • Special Needs Trust Services 
  • Oil, Gas, And Mineral Management 
  • Real Estate Asset Management
  • Estate Services
  • Business Advisory Services
  • Business Transition Planning
  • Legacy Trust Services
  • Family Dynamics

*Wells Fargo Advisors does not endorse these referrals and therefore gives no assurances as to the quality of their services. 

Wells Fargo Private Bank offers products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.

Deposit products offered by Wells Fargo Bank, N.A. Member FDIC.

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.

Wells Fargo Bank, N.A. offers various advisory and fiduciary products and services including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the bank. 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 the Bank products and services is limited to referral and relationship management services.
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Clients of Wells Fargo Private Bank are part of a select group who have access to an exclusive experience that provides comprehensive strategies designed to address the complexity of your wealth. 

To learn more about Wells Fargo Private Bank, click here.