Our team serves a national clientele with sophisticated wealth management needs. We continue to grow in scope and reputation while navigating increasingly complex markets, and upholding our mission: to place the best interest of our clients above all else.  

We are happy to provide these services.

• Tax Free Investments, Stocks, bonds, Certificate of Deposits, cash management etc.
• 3rd Party Separately Managed Account (SMA) due diligence
• Retirement Planning and Financial Planning
• Irrevocable Trust Asset Management
• Custom Lending
• Nonprofit Asset Management
• Alternative Investments including; Private Equity, Private Credit, Hedge Funds
• 401k Plan and Defined Benefit Plan Advisory Services

We can introduce you to our other lines of business offered through Bank of America and provide you competition for these services. 

• Self-directed brokerage Merrill Edge
• Donor Advised Fund
• Business Banking and Treasury Management
• Trust Services through Bank of America NA
• Mortgages: Conventional and Custom Mortgage Solutions. NMLS ID 638761 
• Family Office Services within our location.
• Private Sales Referral Network. (PSRN) 
• Selling your business?  https://videos.bofa.com/create-video/1_5abp30zp

We are fully licensed with Series 3, Series 7, 9, 10, 63, 65, and Virginia Insurance.