Individuals and Families

Personalized Planning

We strive to understand each client’s individual financial situation, as well as their needs, goals and investing experience. We work with clients to create a written plan that informs their personalized investment and estate planning strategies.

Our goal is to help clients carefully evaluate their most important needs, understand their risk tolerance, and formulate written objectives oriented towards meeting those needs. We explore your goals, measure your ability to handle risk, and determine current and future resources available for the management of your assets and investments. 

We proudly serve the greater Washington, DC area including Bethesda, Potomac, Rockville and Chevy Chase.


We build diversified portfolios for clients based upon their individual financial plans, and like the largest Pension and Endowments in the world, we incorporate more than just traditional asset classes such as stock and bonds into the portfolios. By using Hedge, Private Equity, and Private Real Estate solutions, we are able to help enhance returns while reducing overall risk and correlation among investments. We strive to reduce volatility to help clients focus on the long term objectives we set forth, rather than stress about the day-to-day movements of the markets.

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We help plan for tomorrow while preserving your current lifestyle and pursuits. From administrative bill pay services and tax reporting, to investor education and insurance needs, we offer family office services that help enhance your personalized wealth management experience.

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We work with clients and their families to foster alignment and develop an understanding of their long-term financial plan. We build balanced, diversified plans that help position clients to endure market volatility without compromising their needs. Our areas of focus include: 

• Current income needs & projected cash flow requirements
• Retirement planning
• Charitable giving strategies
• Family legacy planning
• Life & estate planning insurance coverage
• Disability & long-term care insurance coverage
• Business succession planning
• Titling of assets, including qualified retirement accounts & trusts  

• Tax planning strategies
• Plan coordination with your family advisors (CPA, Attorney, Trustees)

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Service Details