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The Private Bank - Wealth Management - Wells Fargo

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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 WealthPlanning InvestmentandAssetManagement PrivateBanking FiduciaryandTrustServices FamilyDynamics PhilanthropicServices BusinessAdvisoryServices SeeAllSolutions OurInsights OurLatestCommentary LatestInsights WellsFargoInvestmentInstitute Conversations Magazine Resources ContactUs OurOffices ThePrivateBank Awealthteam dedicatedtoyou DiscoverthebenefitsofThePrivateBankrelationship Anexclusiveexperience Signontoyouraccount Howcanwehelpyou... Manageandgrowyourwealth Craftatransitionplan Makeanimpact Youmaybeinterestedin... Whichwaytotherecovery? GetWellsFargoInvestmentInstitute’sforecastsfor2022initsnewOutlookreport. Learnmore Doyourinvestmentsreflectyourvalues? FindanswersinWellsFargoInvestmentInstitute’sVisionInvestingreport. Learnmore UnderstandingCryptocurrencies WellsFargoInvestmentInstitutehelpsqualifiedinvestorsunderstandtheviabilityandrisksofinvestingincryptocurrencies. Readmore TransferonDeathDesignations Potentialadvantagesanddisadvantagesoftransferondeathandpayableondeathdesignationsandpitfallstoconsider. Readmore Stillhavequestions? CallUs LearnmoreaboutbecomingaclientofWellsFargoPrivateBank 1-888-715-0380 Mon-Fri:8:30am– 9:30pm EasternTime Existingaccounts: 1-800-869-3557 24hoursaday,7daysaweek 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. WellsFargo&Companyanditsaffiliatesdonotprovidelegalortaxadvice.Inlimitedcircumstances,taxadvicemaybeprovidedbyWellsFargoBank,N.A.Pleaseconsultyourlegaland/ortaxadvisorstodeterminehowthisinformation,andanyplannedtaxresultsmayapplytoyoursituationatthetimeyourtaxreturnisfiled. CAR-0222-01029 LRC-0222

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