Wells Fargo Private Bank Conversations - Your success is our priority, whether you're looking to build wealth, maintain what you have, or establish your legacy.

Every conversation offers an opportunity to share and learn. With Wells Fargo Conversations, built for you by The Private Bank, we strive to inspire discussions about what interests you and what matters to you. And when we work with you, we begin by understanding your values and goals.

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Article

Income-Producing Properties: What You Need to Know

Image shows a row of brightly painted three-story homes to represent one type of income-producing property
Two specialists from Wells Fargo Private Bank's Real Estate Asset Management group explain using real estate to produce reliable long-term income.
Quiz

Quiz: Does Your Generation Define What Matters to You?

Image depicts multiple generations through an illustration of grandparents, parents, and a child next to the words Does Your Generation Define What Matters to You?
Answer five questions to see if your financial thinking aligns with what's typical for your generation.
Article

Answering 4 Questions Can Help Make You a More Confident Investor

Image featuring a confident, mature businessperson leaning forward with his hands on his desk and smiling as he talks on his cell phone
CIO Erik Davidson with The Private Bank shares steps investors can take to feel more confident in their investment decisions.
Article

Choosing the Right Trust for Your Needs

Image features a happy, young family as they gather around a puppy.
What type of trust will best meet your needs? Explore some of your options here.
Video

Video: 2019 Outlook: The End of Easy

2019 outlook the end of easy
What opportunities and risks might investors anticipate in the year ahead? Experts at Wells Fargo Investment Institute provide their outlook.
Podcast

3 Wealth-Retaining Traits to Pass to the Next Generation

Wealth retaining traits for the next generation
Explore why it's important for your children and grandchildren to possess gratitude, goals, and grit.
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