Welcome to The Private Bank, Scottsdale

a picture of buildings in downtown Scottsdale Phoenix

Realize a Better Path Forward

We combine experience and insights to enable our clients to see their financial future in new ways.

We invite you to schedule an appointment at 480-348-4900

We are located at 8601 N Scottsdale Road, Suite 150

Working with Us

We offer a team-based approach that starts with understanding our clients' needs and developing a plan to help them meet their financial goals.

Clients benefit from:

  • Custom financial analysis, personalized advice, and comprehensive wealth planning
  • Relationship pricing and discounts
  • Assistance, where and when they need it, through The Private Bank Service Team
  • Our latest thinking: market commentary insights, webcasts, and special reports
  • Access to exclusive events

Our Capabilities

Our goal is to provide high-net-worth individuals and families with personalized wealth management solutions, including:

  • Advice and Planning
  • Investment and Asset Management
  • Family Wealth and Culture Services
  • Private Banking
  • Fiduciary and Trust Services
  • Philanthropic Services