Private Banking & Wealth Management

Capital One® Private Banking and Wealth Management specialists are locally based and have more than 75 combined years of experience in delivering world-class service. Our team of experts offers clients comprehensive solutions for businesses, owners, wealthy individuals and families, endowments, foundations, and other organizations. We also focus on your individual needs, helping you protect your assets and achieve your long-term goals.

Private Banking

The Capital One Private Banking Group is designed for business owners and executives, in addition to affluent clients with net investible assets of $1MM to $25MM. Our bankers have the knowledge and expertise to help you find the best solutions for both you and your company.


Wealth Management

Wealth creates opportunities and challenges. Capital One guides affluent business owners and individuals in addressing comprehensive wealth issues, including long-term financial security, business/asset transition, tax mitigation, risk reduction, and many other business and personal planning objectives.


Retirement

Today's employees are more likely than ever to scrutinize the details and performance of retirement plans. You gain peace of mind knowing your employees have a secure and flexible retirement plan solution, and they gain additional reasons to grow with your business.


Trust Services

Focusing on business owners and executives, the Capital One Commercial banking group provides solutions for investment management, gifting and philanthropy, retirement, generational transfers of wealth, business ownership and continuity, and trust establishment.


Institutional Asset Management

Institutional Services provide a consultative approach, sophisticated solutions, expertise, and local management to add value to our clients' asset management, custody, or retirement services. As an institutional investor, you can be confident that Capital One Asset Management LLC understands your unique needs.


Individual Asset Management 

The Capital One Asset Management team has over 70 years in trust services including Investment Management, Trust Administration, Real Estate and Mineral Management, and Estate Settlement. Our specialists work with professional money managers to assist you in meeting your investment objectives, and will guide you through each milestone with your goals at the forefront.


Economic & Market Commentary 

Get the latest insights from our investment management team on economic and market matters affecting your portfolio. Learn more

At Your Service

Image of a banker Our Wealth and Asset Management professionals are ready to help you address your investment and wealth planning objectives. Call us today at
1-866-442-3764.

Not a deposit. Not FDIC insured. Not Insured by any Federal Government Agency. Not guaranteed by the bank. May go down in value.