What is a Private Wealth Financial Advisor?

Complex wealth management challenges require elevated services and capabilities

Our advisors are committed to a holistic, personal approach to serving high-net-worth individuals, families, foundations, and institutions. They also work with Wells Fargo Private Bank specialists to provide you with access to guidance across many aspects of wealth planning, such as:

•  Legacy planning
•  Lending needs
•  Investments
•  Philanthropic strategies
•  Wealth and retirement planning
•  Family dynamics
•  Fiduciary services

This elevated level of service is designed to support your full financial picture to help you preserve and grow your wealth across generations.

Advisors with a depth of resources you can depend on

Along with specialists from Wells Fargo affiliates, we will happily engage in an ongoing dialogue with you and your other advisors to help make sure you remain on track for your goals.
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Wells Fargo Private Bank provides 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.

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