12435 Park Potomac Ave., Suite 500
Potomac, MD 20854
Q: What services does your firm provide?
A: We take traditional wealth management and go beyond. Our team has extensive experience in many niche areas. Some of our greatest collective strengths include thoughtful, collaborative, and personalized financial planning, customized lending solutions, charitable giving, assistance in tax and estate planning and guidance and education to the next generation of client families.
Q: What is your investment approach?
A: Independent. Tailored. Disciplined. Our process starts with understanding the values and related goals of our clients, then crafting diversified strategic portfolios that seek to meet those goals without taking undue risk. Our advisors are supported by an investment committee and dedicated research staff. As true fiduciaries, our guidance is always in the best interests of our clients.
Q: What makes your client experience unique?
A: We pride ourselves on delivering a proactive team-based approach that coordinates seamlessly with outside advisors and goes beyond the norm to incorporate all aspects of our clients’ financial lives. Simply put, we aim to surpass what is expected and deliver the service and expertise that our clients deserve.
Q: What types of clients do you specialize in?
A: Our clients are successful individuals and families who value our trusted partnership and appreciate the peace of mind that comes with having a comprehensive plan that is reviewed and monitored on an ongoing basis. While we serve a wide range of clients, we have built many specialty practice areas, including multi-generational families, business owners, the charitably inclined, women facing life events, law firm partners and corporate executives.