We invite you to schedule an appointment at 703-760-6262
We are located at 1753 Pinnacle Drive, 4th Floor, McLean, Virginia
We are also pleased to serve you at our Bethesda, Washington, DC, Annapolis, and Baltimore locations
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:
- Wealth Planning
- Investment and Asset Management
- Family Dynamics
- Private Banking
- Fiduciary and Trust Services
- Philanthropic Services
Our Commitment to the Community
The Private Bank is proud to be a part of Wells Fargo in Washington DC, which has donated more than $63.3 million to D.C. nonprofits, schools, and community organizations in 2019. Also in 2019, Wells Fargo team members in Washington DC volunteered more than 2,600 hours. We provided $1.4 billion in home mortgage loans for 2,528 low- and moderate-income residents, more than $9.3 million in loans to the Small Business Administration in the fiscal year 2020, and, $49.2 million in loans to more than 967 small businesses in 2019.1
1 Source: November 2020, Investing in D.C.
