Bethesda Chevy Chase, MD
McLean Great Falls, VA
Consultative Wealth Management
Wealth Management means having clients' financial challenges solved and their financial situations enhanced on a continuous basis. In its simplest form, it comprises three phases:
Wealth Management Formula
To orgnize our approach to wealth management (WM), we use a simple formula:
Discovery Meeting (or Phone Call)
The first step of engaging our firm's wealth management service is to schedule a discovery meeting by clicking the yellow button above.
Second Opinion Financial Review
If you already have a financial advisor and are not sure if he/she is doing a good job for you, schedule a free second opinion review with us. We are happy to explore with you whether or not we can add substantial value.
or email firstname.lastname@example.org
What is fee-only?
Fee-only means we don't accept commissions, product incentives or any third-party payments. We are only paid by you.
We are NOT "fee-based" financial advisors, who will charge you a fee for planning, then sell you products for commissions.
We see ourselves as a fiduciary to our clients. Refusing other forms of (hidden) payments is the best way to avoid conflict of interest.
Why stay independent?We don't want to be beholden to the financial industry. We are free to team up with the best experts and to offer the best products and services.
Do you have a minimum?
Our minimum is $1mm. We accept clients who have less than that if they sign up for the automatic wealth builder program that will help them build towards $1mm.
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