CONNECT

Address:

1133 Connecticut Avenue N.W. 9th Floor
Washington, DC 20036

Phone:

202-861-4451

Fax/Other:

202-861-4513

What We Do



Helping individuals and families who are saving for or transitioning into retirement or other major financial issues – e.g. buying a home or paying for their child’s education. Using forecasting software, our Financial Management group helps people make sound financial decisions toward meeting long–term objectives. We feel if we can help people make the right decisions when they’re younger, we can have a big impact on their financial success later in their life. Financial Management also helps individuals and families establish retirement spending strategies – with a goal of retiring comfortably while maintaining their savings throughout retirement. We take great pride in helping families and individuals make sound financial decisions that may not only affect their lives, but also the lives of their loved ones.

 

Helping individuals and families with asset levels that exceed the amount they need to live their lives comfortably, as well as Trustees who have a fiduciary duty to oversee assets for the benefit of others. At this threshold, money is a responsibility – not necessarily a privilege. Therefore, we need to consider things like how to be a responsible steward of assets. This brings with it a whole set of issues we need to address – e.g. estate planning strategies for families, asset preservation and protection, etc. Wealth Management also helps business owners with employee benefits (401k Plan, etc.) and their fiduciary duties and responsibilities. We recognize the important role we play in the financial lives of many individuals, and use our experience to help our clients avoid mistakes we may have seen in the past.

 

Providing holistic and customized investment management solutions utilizing our “Strategy Allocation” approach. Investment Management is central to our business as it impacts all of our clients – and the financial lives of many who don’t even know us.

It is here that we establish our core investment principles, which are then utilized by both our Wealth Management and Financial Management groups. As Investment Management solutions are core to most Institutional relationships, this group heads our Institutional Consulting practice, which currently advises over 1 billion in Institutional assets. We understand many lives are impacted by a successful investment strategy and, therefore, we spare no expense in pursuit of this goal – including a major focus on minimizing costs to our clients.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals