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Washington Wealth Group | Washington, DC
Private Client Services
Dynamic Planning for a Vibrant Life
For more than two decades, we've provided wealth management for ultra-high-net-worth families, and now, we are excited to offer sophisticated family office services for the next generation of well-established professionals. Through holistic financial planning, we help driven, successful people align their wealth with their goals.
How We Help
A rich life means continuous change, and with many of these changes come significant financial implications. Our goal is to help leverage valuable opportunities while safeguarding your wealth and your future. As your life evolves, we'll offer insight and guidance on many important topics, including:
- The purchase of a new home
- The financial implications of starting a family
- How to fund college for future generations
- Planning for retirement
- Financial considerations associated with marriage, divorce, or death of a loved one
- Planning and caring for aging family members
- What to look for in an estate planning attorney and what documents you may need
- Life, disability, long term care, and other types of insurance
- Income, estate, and inheritance tax planning strategies
- The complexities of noncash compensation (restricted stock units, incentive stock options, and more)
- Inheritance & philanthropic planning
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