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
Explore our offerings
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:
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
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.