We are an independent financial services and wealth management firm, with offices in Maryland, Virginia and Colorado. The Wealth Advisors focus on first-class client service to addresses complex needs such as, asset titling and estate planning, philanthropic planning, tax planning, comprehensive insurance planning, retirement planning, and traditional investment management.
While there are always appropriate times to reevaluate portfolios and other plan strategies, our philosophy is designed to address long-term objectives, taking into account a practical approach to our clients’ day-to-day needs.
Understanding that additional professionals in your life are beneficial to the overall process and success of a financial plan, we encourage and often facilitate collaboration with your CPA, attorney, and other professional advisors. Creating a strong line of communication between all parties greatly improves the experience for our client and, more importantly, the chance of successfully reaching realistic goals. This comprehensive approach begins with:
- A thorough assessment of your current financial state
- Identification of financial goals, risks, and time horizons
- Plan development
- Plan supervision
- A customized communication schedule to suit client preferences
We do not offer proprietary investment products. Focusing on our clients’ best interests first, regardless of potential financial gain, is our number one priority. Our use of large, well known custodians complement that philosophy and translates to the delivery of:
- Access to independent research
- Robust security measures and resources
- Broad investment offerings
- Competitive pricing