Wealth Tracking App

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The Chain Bridge Bank Trust & Wealth Department desktop and mobile applications allow clients to aggregate and monitor their full financial picture, which includes Chain Bridge Bank, N.A. accounts, the accounts held at other institutions, as well as non-financial assets such as real estate and collectibles. These applications are easy to use and save an enormous amount of time from having to tabulate net worth or track the value of various assets through other account providers. As a pioneer in direct banking, Chain Bridge continues to invest heavily in providing its clients with leading-edge technology.

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

Richard Dunbar
Assistant Vice President
Trust & Wealth
Operations Manager 

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