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Private Banking

Private Banking is an exclusive subset of Wealth Management Services, which offers a customized line of banking for high income and high net worth clients.

 

Wealth Management Page

Logo TFB Private BankingWe believe our high net worth clients require a more advanced level of banking and attention; so as to accommodate and service this segment of our communities, our clients are assigned a Relationship Manager for more personal rendered services.

Private Banking may qualify you for special rates and discounts on deposit, savings, and loan products. Please contact us for more information regarding Private Banking.

Exclusive Services

  • Deposit Accounts
  • GoldChoice Checking
  • GoldChoice Money Market

 

  • Loans
    • Securities-Based Line of Credit
    • Home Equity Line of Credit
    • Mortgages – purchase/refinance/investment

 

  • Insurance
    • Personal & Business
      • Life, car, home, umbrella, renters etc.
      • Liability, Key man, business succession
  • Wealth Management Services
    • Investment Management
    • Financial planning
    • Trust Administration/Executor
    • Estate settlement

Meet our Relationship Manager and VP Wealth Private Banker, Lauren Buffum.

Some securities are offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The Fauquier Bank and TFB Wealth Management are not registered broker/dealers and are not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: VA, MA, CT, NY, TX, NC, OK, FL, MD, OR, PA.

Wealth Management Disclaimer

 

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