WHO DO WE SERVE?
Our clients are typically dual-income couples - often Gen X (born 1964 - 1980) or older Millennials (born 1981 - 1996) - who've accumulated their first million or more, but are still carrying the mental weight of "Are we doing this right?" On occasion they are the parents of people like this in their 70s or 80s who are excited to "get their affairs in order" and "give back" to the community.
They're highly accomplished professionals, entrepreneurs or public servants in the Washington, DC metropolitan area, and they're navigating both the privilege and pressure that comes with success.
Our clients often don't come from money. They didn't grow up with financial advisors in the family (neither did either of our firm principals). So even though they've done well, they still feel the responsibility of getting it right - for their kids, maybe their parents and/or siblings but certainly for their peace of mind.
That's where we come in. We love helping those families turn financial stress into financial clarity -with a plan they can actually understand and trust.
High achieving, high earning wealth accumulators have high expectations for themselves and their advisors. They:
- Need to “do something” with the cash in their checking/savings
- Need an investment strategy for “up” and “down” markets
- Need to start tax planning instead of just tax paying
- Need to be sure they are choosing the right work benefits
- Need to reduce financial miscommunications between partners
- Need to separate business finances from personal finances
- Need to plan for philanthropy while alive and for what happens after death
- Need to build a team of advisors to serve all of their financial needs
You don’t want a typical “big box brokerage” financial advisor. You want to reduce the confusion, anxiety, stress (and arguments?) associated with your financial life.
You want to travel more and argue less. You want your home to be a place of rest, fun and great memories. You want to spend more time with old friends, family and even your in-laws! You want philanthropy to be part of your family traditions. You want an independent team of professionals who can help make work optional.
We can help.
Book an introductory call (below) or click "NEXT" to see who we are.
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