Private Wealth Management
We serve high-net worth individuals and families through an experienced Wealth Advisor supported by a team of professionals. Your team will take an unbiased approach to designing a customized wealth plan tailored to your specific situation.
Behind every Wealth Advisor is a team of advisors to support you
Wealth planning that can meet tomorrow’s challenges
Explore our offerings
Wealth planning tailored to serve you & your unique goals
Wealth management for women
Whether you’re planning for your legacy, saving for retirement or dealing with a major life event we have a team of professionals and a library of resources to help address your needs and work toward your goals.
Wealth management for business owners & entrepreneurs
As a business owner, you face numerous professional demands on a daily basis. Regions Private Wealth Management is here to provide the professional experience and unbiased customized solutions you need and deserve.
Wealth management for corporate executives
If your compensation packages include deferred income, pensions or company stock, we can help you understand how to maximize your compensation, navigate tax implications and develop the right wealth plan.
See how we can create a team of advisors for your unique needs
Financial strategies created by our Wealth Advisors are:
- Supported by a team of professionals with experience in growing and preserving wealth, leveraging liquid assets to borrow for personal needs, legacy planning, property, trusts, portfolio management and more.
- Customized for what you value most.
Answer a few questions in our brief guide to help us understand your needs and see how we might assemble a customized team to serve you.
Access your portfolio through our powerful digital program
Regions Private Wealth Management clients enjoy access to the Regions Total Wealth Platform, a powerful digital tool that provides a comprehensive view of your overall portfolio and details of your accounts.
Watch our brief video to see an overview of the platform’s user-friendly tools and features.
Award-winning wealth management
The Global Private Banking Awards recognize excellence in the industry by assessing the performance of private banking groups around the world. The Global Private Banking Innovation Awards 2025 honors Regions reputation for service, innovation and culture.
Best Trust Services by a Private Bank
For more than 100 years, Regions and its predecessor banks have provided advice, guidance and a collection of tailored trust solutions to meet clients’ financial goals. Regions trust advisors provide estate planning, wealth transfer strategies, fiduciary services, charitable giving and more to support the unique needs of every client.
Best Wealth Planning Execution
Regions Wealth Management takes a planning-first approach to delivering personalized and comprehensive wealth management solutions to high-net-worth individuals and families. Regions advisors provide strategic financial planning that includes business transition, executive compensation, philanthropic giving and more to help clients explore their wealth vision and create a customized plan to meet long-term goals.
Tools & resources
Regions Wealth Podcast
Market Insights for Wealth Management Clients
Insights Magazine
Log in to your Regions Total Wealth or rTrac profile.
Use the Total Wealth platform for a streamlined view of your portfolio data. With rTrac, conveniently aggregate all of your financial information such as assets, wills, powers of attorney, trust and life insurance in one centralized system.
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