$125MM AUM | $1MM GDC in Bethesda, MD
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We are a multi-generational wealth planning team that offers a family office feel with back firm backing. We work closely with accountants and estate attorney's to compliment our skills, including members of the team with the CFP(R), CIMA(R), AIF(R) designations. We take a wealth planning approach and work on an advisory basis for our clients.