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.

Help us understand your needs Find a Wealth Advisor

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

Wealth Planning

Tailored Wealth Strategies

Trust & Estate Planning

Banking & Credit

Asset Management

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 women

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 business owners

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.

Wealth management for executives

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.

Help us to understand your needs

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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

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Market Insights for Wealth Management Clients

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Insights Magazine

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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.