Financial Planning

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Financial planning brings clarity to family finances and charts a path to reaching important goals. In addition to providing it as part of its trust and investment management roles, Chain Bridge Bank, N.A. offers financial planning as a stand-alone service. Utilizing a formal financial planning process, Chain Bridge's Certified Financial Planner works with clients to define and organize their goals and financial objectives. ​ These include business succession, retirement, second home financing, and charitable giving.
 
Click here to view the service charge schedule.

Financial planning services may be included as part of a broader investment management or banking relationship.
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Fiduciary Role

Chain Bridge Bank, N.A. has full fiduciary powers from the Office of the Comptroller of the Currency and is committed to putting the client first and foremost in all trust and wealth services provided.

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Custody

​National bank custody is the gold standard for the safekeeping of financial assets. Broker-dealers that offer free custody have use of client's funds, which poses significant risk in the event of a broker-dealer meltdown. Chain Bridge Bank, N.A, provides segregated custody for all Trust and Wealth Department client assets.

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Wealth Access

This Trust & Wealth desktop and mobile app aggregates financial and non-financial assets, including those held at other institutions. The Wealth Access platform provides clients with a continuous view into their net worth and asset valuations.

 
 
 
 
 
 
Investment products and services are:
 

Not a Deposit  ●  Not FDIC Insured  ●  May Lose Value  ●  Not Bank Guaranteed  ●  Not Insured by any Federal Government Agency


Chain Bridge Bank, N.A. offers investment products, which may include bank managed accounts and custody, as part of its trust and fiduciary services. Investment products, including but not limited to, stocks, bonds, mutual funds, and exchange traded funds are: not FDIC-insured; not a deposit or other obligation of, or guaranteed by, Chain Bridge Bank, N.A.; not guaranteed by any Government agency; and subject to investment risks, including possible loss of the principal amount invested.

Chain Bridge Bank, N.A. and employees do not provide tax, legal or accounting advice. Information presented on these web pages is not intended to provide, and should not be relied on for tax, legal and accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any financial transaction.
 
 
 
 
 
 
 
 
 
 
 
 

Contact Us Today

 
Gregory Smolen
Vice President
  
 
Trust & Wealth
 
Department Manager
 
703-748-7395
 
Richard Dunbar
Assistant Vice President
 
Trust & Wealth
 
Operations Manager 
 
703-748-3438
 
Wendy Moyers
Vice President
 
 
Trust & Wealth
 
Financial Planner
 
703-748-2081
 
 
 

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