As your clients’ wealth grows, their needs often become more complex. That’s why private wealth advisors need best-in-class resources that they can put to work for their clients in order to ensure their needs are met today – and tomorrow.
We offer Private Wealth Financial Advisors access to a variety of unique resources provided by Wells Fargo affiliates to tap into, including:
- Access to The Private Bank, empowering you with an elevated experience for clients with custom capabilities including wealth & legacy planning, philanthropic services, and more
- Custom credit solutions, offered through Wells Fargo Bank, N.A. to help your clients increase liquidity, manage estate planning goals, facilitate purchases, and enhance tax-efficiency
- Trust services offered through Wells Fargo Bank, N.A. that support clients who are focused on leaving a legacy with their wealth, including trust and estate administration, investment & specialty asset management, taxation, and charitable strategies
We can also provide your practice with access to our Advice & Planning center of excellence, book acquisition opportunities, succession planning, and many more capabilities to help you power your clients’ growth.
Want to learn more? Contact us using the button below and we can discuss how we can support your practice’s needs.
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.
Trust Services are available through Wells Fargo Bank, N.A. Member FDIC and Wells Fargo Delaware Trust Company, N.A.
Wells Fargo and Company and its Affiliates do not provide tax or legal advice.
Wells Fargo is an Affirmative Action and Equal Opportunity Employer, All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.