Wealth Management
A hard-earned lifestyle deserves a highly skilled financial advocate.
Personalized financial strategies for high net-worth executives, business owners, and families.
A hard-earned lifestyle deserves a highly skilled financial advocate.
Personalized financial strategies for high net-worth executives, business owners, and families.
Put your wealth to work.
America’s most successful executives and families must have a tailored strategy to preserve and grow their wealth now and decades into the future. We consider all your assets to help you build wealth, manage risk, and plan for yours and your family’s future.
Our strategies optimize your investments to build on what you have, and lead you through every phase of life.
Integrated Asset Allocation
Crucial for wealth management, asset allocation* strategically distributes portfolio assets to align with your goals, minimizing risk and maximizing returns. Allocations are made based on market conditions to achieve consistent returns and lower overall portfolio risk.
Social Security Benefits Analysis
Reviewing your Social Security benefits helps you understand your retirement income and make informed decisions about when to claim your government benefits. By considering factors like age, life expectancy, and spousal benefits, you can optimize a strategy for long-term financial stability.
Charitable Gift Planning
Giving to causes that matter to you feels good — and offers financial benefits, too. We can help you support your favorite causes both today and in the future with donation strategies that offer tax returns.
Estate Planning
Secure your legacy by planning for the distribution of your assets after death. Our estate planning** guidance ensures your hard-earned wealth is well-preserved, and when working with your attorney and CPA, we can minimize gift, estate, and income taxes. We also assist with distribution planning for when you or your spouse pass away, offering peace of mind for your retirement years and those ahead.
Equity Compensation Planning
Non-cash payments to executives, such as restricted stock or performance shares, come with their own set of rules and tax laws. Equity compensation planning provides managed money approach to diversify your assets, lower risk, and optimize various forms of equity compensation, including incentive stock options (ISOs), non-qualified stock options (NQSOs), or restricted stock units (RSUs).
*Asset allocation does not guarantee a profit or protect against loss in declining markets. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio or that diversification among asset classes will reduce risk.
**Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.
Secure your legacy.
Responsible investors face reality and plan for the distribution of their assets to their family and special causes after death. Our estate planning guidance ensures your wealth is preserved and continues to impact generations to come. Working alongside your attorney and CPA, we can help minimize gift, estate, and income taxes. We also assist with distribution planning for you and your spouse, offering peace of mind for your retirement years and those ahead for your children.
Relationships with Wealth Management
clients include:
Concierge-level client service
Financial planning and investment portfolio guidance, including alternative investments
Retirement and distribution planning, plus Social Security benefit analysis
Tax planning and optimization
Estate planning and family wealth transfer
Risk management and insurance evaluation
Wealth preservation and growth
Philanthropic planning and charitable donation tax strategies
Financial education and communications
A note on our minimums
For retired individuals or those nearing retirement, we typically work with a minimum level of investable assets of at least $1 million. For individuals in their wealth-building phase, we typically work with a minimum level of investable assets of at least $500,000.
Committed to fostering the financial success of younger generations, we open ourselves to a select number of highly motivated young people, early in their careers, who may not meet the minimums.
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8444 Westpark Drive, Suite 900, Tysons, VA 22102
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AWARDS & RECOGNITION
Forbes Best in State Wealth Advisors: 2024 Best in State Wealth Advisors ranking was issued by Forbes on 04/07/2024 for the period covering 04/07/2024 – 04/07/2025. The ranking was developed by Shook Research based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please visit www.forbes.com.