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Trust Services

Building Wealth Through Trust

Through Raymond James Trust; the professionals at Cardinal Wealth Services offer asset management, trust, and custody services for individuals and institutions.  These resources, combined with our dedication to provide you with a highly personal and easily accessible service experience, give our clients confidence that their assets are well-positioned to achieve their goals.

Investment Management

Customized discretionary portfolios created for you tap into the market’s top managers with sophisticated investment options that include:

  • Equities
  • Fixed-income securities
  • Cash management
  • Real estate investment trusts
  • Alternative investments
  • Mutual funds
  • Retirement investing

Personal Trust

Trust services complement the investment management services to provide a comprehensive approach to asset management and trust administration – designed for your specific objectives – with:

  • Trust administration
  • Personal custody

Contact Us

Contact us for more information or to schedule an appointment:

  • Call us at 703.584.3470
  • Complete the Contact Us form
  • Visit us at 1750 Tysons Blvd, Suite 100, McLean, VA  22102


Securities offered through Raymond James Financial Services, Inc., Member FINRA SIPC are:

Not FDIC Insured

Not Bank Guaranteed

May Lose Value

Not Deposits

Not Insured by Any Federal Government Agency

Not a Condition to Any Banking Service or Activity

Cardinal Bank and Cardinal Wealth Services, Inc. are independent of Raymond James Financial Services.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered.  Therefore, a response to a request for information may be delayed.  Please note that not all of the investments and services mentioned are available in every state.  Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site.  Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only.  Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors.  Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

Raymond James Privacy Notice.

Banking Products are provided by Cardinal Bank, Member FDIC.