Private Wealth

Empowering your vision

Whether you’re a high-net-worth individual or you oversee a firm, a family, or a foundation, our advisors can help navigate the financial road ahead.

Tailored strategies are designed for individuals, families, organizations, and law firms — to help foster growth, fulfill legacies, ease transitions, and preserve wealth for generations.

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Customized Wealth Planning and Management

Experienced professionals offer advice, resources, and services — including Private Banking, custom credit solutions, and trust and estate services. We can help you and your trusted partners manage daily tasks and target long-term goals.
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Corporate executives

Customized support for executives seeking to optimize equity compensation plans and align long-term financial goals with exclusive wealth management strategies.

Business owners

Integrated business and personal wealth planning to help owners grow, manage, and transition companies, along with tailored guidance from the Business Owner Advisory team.

Foundations, endowments, and nonprofits

Tailored institutional investments and philanthropic guidance — plus banking, lending, and merchant services that nurture growth and impact for mission- driven organizations.

Multigenerational families

Supporting prosperity across generations with family wealth and culture guidance, and empowering the next generation with education, advice, and resources to help preserve family assets.

Law firms and lawyers

Tailored financial strategies for both law firms and attorneys, including credit and financing, depository solutions, settlement, and treasury services — backed by deep industry experience and high-touch support.

Local expertise, national reach

Private Wealth clients benefit from local insight available in select markets, supported by a nationwide network of specialists. Strategically positioned across the country, these professionals deliver personalized solutions and exceptional service tailored to your unique goals.

Private Wealth insights

Visit Wells Fargo Conversations for exclusive insights curated for Private Wealth clients.

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Access in-depth investment research and market commentary from Wells Fargo Investment Institute.

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Wells Fargo & Company — strength in numbers

One of the world's largest public companies.¹

$2.5 trillion

in client assets²

$28 billion

in philanthropic assets managed³

170 years

of banking services

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Private Wealth overview

How we work with you

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Our solutions

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Your Private Wealth opportunity starts here — let’s have a conversation

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Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.

Wealth & Investment Management (WIM) offers financial products and services through affiliates of Wells Fargo & Company. Bank products and services are available through Wells Fargo Bank, N.A. Wells Fargo Trust is a part of WIM and offers services through Wells Fargo Bank, N.A. and Wells Fargo Delaware Trust Company, N.A.

Wells Fargo & 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.

1. Wells Fargo & Company (parent company of Wells Fargo Bank, N.A.) is ranked 16 on Forbes’ Global 2000 list of the largest public companies in the world, June 12, 2025.
2. Including deposits, as of January 14, 2026. Total Wealth & Investment Management client assets represent assets held in Wells Fargo Advisors and Wells Fargo Bank.
3. Wells Fargo Philanthropic Services, as of December 31, 2025.