CONNECT

Address:

6 Montgomery Village Ave. Suite 320
Gaithersburg, MD 20879

Phone:

Metro D.C Area: (301) 740-2550 Nationwide (800) 708-2444

Our Firm

Our company is a boutique asset management firm composed of financial professionals who offer specialized wealth management expertise to the individual and business marketplace. We specialize in designing managed volatility portfolios. While no investment process can fully protect against a declining market, our strategies can help reduce market loss during declining periods as well as help smooth the ride during turbulent market conditions.

In addition, we have invested extensively in developing income distribution technology and strategies to address client concerns about how much money they can safely withdraw from their portfolio in retirement. We can help answer important questions such as - How much money you can withdraw from your accounts in retirement to make your funds last a lifetime. We can also help you determine if you have saved enough for retirement to maintain your lifestyle. Our firm offers a specific focus on telecommunication workers. In addition, we provide a variety of investment products that aim to fit your individual needs.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck