Newsletter

April 2018

admin April 6th, 2018

The time is quickly approaching for our oldest son, Connor, to leave for the University of Maryland. And he may be off sooner rather than later.

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financial planning wealth management

March 2018

admin April 4th, 2018

Back in January, I mentioned the importance of recognizing our responsibilities. This month, I want to start a conversation about one of those responsibilities: Our health.

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February 2018

admin February 13th, 2018

The time is quickly approaching for our oldest son, Connor, to leave for the University Maryland. And he may be off sooner rather than later.

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wealthy retirement planning

January 2018

admin January 1st, 2018

Do you have a gathering coming up, maybe a family reunion or even an office gathering with your colleagues? How about hosting a scavenger hunt in the City of Alexandria?

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25

Years in Business

350+

Clients

$500MM

Assets

22

Named by Barron's as the 22nd Top Wealth Advisor in Virginia