Wealth Management | The Private Bank - Wells Fargo

Wells Fargo Private Bank offers diverse wealth management solutions to help you manage, transition, and make an impact with your wealth. Skiptocontent YourGoals AboutUs Solutions Insights YourGoals FocusOnYourNeeds ManageYourWealth TransitionYourWealth MakeanImpact Resources ContactUs OurOffices AboutUs HowWeWorkWithYou AboutThePrivateBank OurPeople ClientBenefits Resources ContactUs OurOffices OurSolutions TailoredSolutions AdviceandPlanning InvestmentandAssetManagement PrivateBanking FiduciaryandTrustServices FamilyWealthandCultureServices PhilanthropicServices BusinessAdvisoryServices SeeAllSolutions OurInsights OurLatestCommentary LatestInsights WellsFargoInvestmentInstitute Conversations Magazine Resources ContactUs OurOffices ThePrivateBank Discoverthebenefits ofThePrivateBank Anexclusiveexperience Signontoyouraccount Howcanwehelpyou... Manageandgrowyourwealth Craftatransitionplan Makeanimpact Youmaybeinterestedin... Investingintransformativetechnologies Advancesinartificialintelligenceandgenomicsarecreatingpotentialinvestmentopportunities. Learnmore Doyourinvestmentsreflectyourvalues? FindanswersinWellsFargoInvestmentInstitute’sVisionInvestingreport. Learnmore Interestratesandinflation Thelatestnewsonthesekeyratesandhowtheycouldaffectinvestorsandconsumers. Learnmore 3waystobenefitfromtoday’sinterestrates OpportunitiestotransferwealthusingIRSrate-linkedstrategies. Learnmore Stillhavequestions? CallUs LearnmoreaboutbecomingaclientofWellsFargoPrivateBank 1-888-715-0380 Mon-Fri:8:30am– 9:30pm EasternTime InvestmentandInsuranceProductsare: NotInsuredbytheFDICorAnyFederalGovernmentAgency NotaDepositorOtherObligationof,orGuaranteedby,theBankorAnyBankAffiliate SubjecttoInvestmentRisks,IncludingPossibleLossofthePrincipalAmountInvested WellsFargoInvestmentInstitute,Inc.,(WFII)isaregisteredinvestmentadviserandwhollyownedsubsidiaryofWellsFargoBank,N.A.,abankaffiliateofWellsFargo&Company. ThePrivateBankoffersproductsandservicesthroughWellsFargoBank,N.A.,MemberFDIC,anditsvariousaffiliatesandsubsidiaries.WellsFargoBank,N.A.isabankaffiliateofWellsFargo&Company. BrokerageservicesareofferedthroughWellsFargoAdvisors.WellsFargoAdvisorsisatradenameusedbyWellsFargoClearingServices,LLC,andWellsFargoAdvisorsFinancialNetwork,LLC,MembersSIPC,separateregisteredbroker-dealersandnon-bankaffiliatesofWellsFargo&Company. DepositproductsofferedbyWellsFargoBank,N.A.MemberFDIC. WellsFargoBank,N.A.offersvariousadvisoryandfiduciaryproductsandservicesincludingdiscretionaryportfoliomanagement.WellsFargoaffiliates,includingFinancialAdvisorsofWellsFargoAdvisors,aseparatenon-bankaffiliate,maybepaidanongoingorone-timereferralfeeinrelationtoclientsreferredtothebank.Thebankisresponsiblefortheday-to-daymanagementoftheaccountandforprovidinginvestmentadvice,investmentmanagementservicesandwealthmanagementservicestoclients.TheroleoftheFinancialAdvisorwithrespecttotheBankproductsandservicesislimitedtoreferralandrelationshipmanagementservices.SomeofThePrivateBankexperiencesmaybeavailabletoclientsofWellsFargoAdvisorswithoutarelationshipwithWellsFargoBank,N.A. WellsFargoandCompanyanditsAffiliatesdonotprovidetaxorlegaladvice.Thiscommunicationcannotbereliedupontoavoidtaxpenalties.Pleaseconsultyourtaxandlegaladvisorstodeterminehowthisinformationmayapplytoyourownsituation.Whetheranyplannedtaxresultisrealizedbyyoudependsonthespecificfactsofyourownsituationatthetimeyourtaxreturnisfiled. CAR-0322-03651 LRC-0322