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 Management
- Family Dynamics
- Deposit and Cash Management Services
- Custom Credit Strategies and Solution
- Trust and Fiduciary Services
- Specialized Wealth Services, such as Real Estate Asset Management, and Business Advisory Services
- Specialized Financing including Art, Aircraft, and Life Insurance Premium Financing1
Our Commitment to the Community
The Private Bank is proud to be a part of Wells Fargo in Washington DC, which invested more than $1.7 million in foundation giving for 205 grants.2 Wells Fargo team members in Washington DC contributed more than $330,800 through the annual Community Support Campaign.
1 Insurance products are offered through nonbank insurance agency affiliate of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. Not available in all states.
2 Source: Wells Fargo, August 2017
