Welcome to The Private Bank, Greater Washington DC Region

a picture of buildings in downtown Washington DC Region

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 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:

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