Private Wealth Management

For high-net worth individuals and families looking for personalized financial knowledge, Regions Private Wealth Management provides a Wealth Advisor supported by a team of experienced professionals.

Your team will take an unbiased approach to designing a customized wealth plan, informed by our experienced professionals and tailored to your specific situation.

Behind every Wealth Advisor is a team of advisors  to support you

Develop a customized wealth plan that’s broader than just an investment plan

Enjoy a single point of contact with support from a team of experienced professionals

Benefit from more than 100 years of institutional experience

Wealth Planning that can meet tomorrow’s challenges

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.

Introducing the Regions Wealth Visa® Signature Credit Card

Exclusively for Regions Private Wealth Management clients, cardholders can discover the difference of both world-class service and benefits, including:

  • 2.5 Relationship Rewards[1] points for every dollar spent in purchases.
  • $125 annual fee[2]
  • $100 Statement Credit for TSA PreCheck® or Global Entry® once every four years[3]

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.

Tools & Resources

Regions Wealth Podcast

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.