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A full range of wealth management services


Coordinating your financial care to help simplify your life


Wells Fargo Bank has a comprehensive suite of services


Offered from Wells Fargo Bank, N.A. As a Wells Fargo Advisors Financial Advisor, I can provide access to Wells Fargo affiliate products and services such as Wealth Planning, Private Banking, Trust and Fiduciary Services and Insurance, as well as various customized and more traditional lending products.

Wealth Planning

Wells Fargo Bank wealth planning services can help you make informed decisions with confidence and stay on track with your goals, even as your needs evolve over time. A dedicated wealth planner can provide guidance on various investment techniques and help develop a holistic wealth plan that aligns your business and personal goals.

Business Transition Planning/Advisory Services

Whether you’re ready to transition your business to the next generation or just want to explore what comes next, Wells Fargo Bank’s business advisory and planning specialists can help. The specialists start by assessing and advising you on the value of your interests. Other services can include developing transfer strategies that consider potential tax implications and crafting the right transition plan that integrates needs of the business with your personal wealth management and legacy goals.

Family Dynamics

Taking a proactive approach to the nonfinancial aspects of wealth—including communication, relationships and decision-making—can be critical for maintaining a successful legacy across generations. Wells Fargo Bank Specialists can help you navigate those important conversations with loved ones about your estate planning goals, your expectations and your values to strengthen bonds within the family and foster future stewardship of your wealth.

Investment and Asset Management

Wells Fargo Bank’s investment and asset management professionals can help you optimize your portfolio’s potential while addressing your unique goals, time horizon and risk tolerance. Regardless of your preferred investment style and holdings, you’ll have access to our deep experience, tailored solutions and diverse strategies across a range of investment sectors, traditional and alternative investments*, and specialty assets.

Private Banking**

Based on your specific financial goals—from managing liquidity to leveraging your existing assets—Wells Fargo Bank can develop customized credit and cash management strategies designed to help meet your needs. Your private banker will create a personal plan that can help consolidate your accounts, streamline complexity and unlock new potential.


Lending Services

Wells Fargo Bank has specialists who can work with you to develop a lending strategy that meets your specific needs, including securities-based lending, commercial lending, real estate financing and specialized lending solutions.

*Alternative investments carry specific investor qualifications, which can include high income and net- worth requirements, as well as relatively high investment minimums. Available to prequalified investors only. **Wells Fargo Private Bank offers products and services through Wells Fargo Bank, N.A., Member FDIC, and its various affiliates and subsidiaries. Wells Fargo Bank N.A. is a bank affiliate of Wells Fargo & Company. Wells Fargo Advisors may refer individuals to its affiliates, including Wells Fargo Bank, N.A. Wells Fargo Advisors and your Financial Advisor may receive a financial or other benefit for this referral. 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. Some of The Private Bank experiences may be available to Clients without a relationship with Wells Fargo Bank, N.A. Wells Fargo and Company and its Affiliates do not provide tax or legal advice. This communication cannot be relied upon to avoid tax penalties. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your tax return is filed. Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.