Overview

We are a DC area-based growing boutique financial services firm focused on wealth management, business insurance and executive solutions, and financial planning. While we expect to continue our pace of organic growth, we are exploring the possibility of acquiring/merging with another small, like-minded firm to expand the investment management side of our business.

We currently work with both business and individual clients, providing customized solutions that meet each client’s specific goals and needs. Our service offering includes private wealth management, goals-based financial planning, and legacy and estate planning for individuals, and business continuity and succession, income protection, executive compensation and employee insurance programs for businesses.

Our firm's approach is founded on taking the time to truly connect with clients and learn how to improve their lives. We pride ourselves on marrying our transparency, trustworthiness, and accessibility with quality services that support financial independence and carefully planned futures. We love that our days are spent helping people realize their dreams and safeguard their loved ones.

Last Activity
6 months or more

Business Data

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