Wells Fargo Wealth Management/Wells Fargo Private Ba

  • Financial & Investment Services
  • Bank, Credit Unions & Financial Services
350 N. Last Chance Gulch
Helena, MT 59601
(406) 447-2050
(406) 447-2069 (fax)

About Us

Wells Fargo Private Client Services offers specialized financial strategies and solutions to our most valued clients. As part of the Wells Fargo Wealth Management Group, the organization has more than read more
  • About

    Wells Fargo Private Client Services offers specialized financial strategies and solutions to our most valued clients. As part of the Wells Fargo Wealth Management Group, the organization has more than $218 billion assets under administration (March, 2007) and provides solutions to one million individuals, families and corporations across the U.S. An extensive network of 110 offices and 6,000 stores in 23 states supports experts including trust officers, private bankers, portfolio managers, insurance specialists and private client advisors, as well as financial consultants provided through Wells Fargo Investments, LLC who partner with clients to help them meet their financial goals.

  • Highlights

    • Platinum Level Member
  • Whom to Contact

    • Leslee Coleman
    • Lauri Gurnett
    • Martin Lewis
    • Michael Wong
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