About WIM
Wealth & Investment Management (WIM) is one of the United States’ leading providers of financial and investment services. WIM offers a full range of personalized wealth management, investment and retirement products and services to clients across U.S. based businesses including Wells Fargo Advisors and The Private Bank. We deliver financial planning, private banking, credit, investment management, and fiduciary services to high-net worth and ultra-high-net worth individuals and families. We also serve customers' brokerage needs. Our mission is to help clients pursue their financial goals with confidence by:
- Building enduring client relationships through sound, thoughtful, and objective advice
- Developing individualized plans for clients to help meet their financial objectives
- Helping clients build, manage, preserve, and transition their financial resources and wealth
Our Business Lines
WIM serves clients through the following businesses:
Wells Fargo Private Bank
Through Wells Fargo Private Bank, WIM is a leading provider of trust, investment, and fiduciary services, including personal trust services and a number of specialized wealth services designed to meet the diverse needs of high-net-worth individuals and families.
Wells Fargo Advisors
Wells Fargo Advisors provides investment advice and guidance to clients through more than 13,200 full-service financial advisors and referrals from more than 5,450 licensed bankers.