We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Washington Equity is an independent private wealth management firm that focuses on building, enhancing and preserving wealth through custom-designed solutions tailored to our client's particular business and family situation.
You will discover our approach begins with a conversation about you and your family. We start with an understanding of your life goals, investment objectives, risk tolerance, and financial responsibilities. We work together to design strategies to help satisfy your particular goals and objectives. Then, in collaboration with you, we periodically review your goals and make adjustments along the way to keep you on-track.
Independent, unbiased, and committed to acting in our clients' best interests.
As an independent financial planning firm, we offer our clients an objective approach to solving investment and financial planning needs, and providing for financial security. A full-service firm based in the Washington, DC metro area, we can coordinate and implement all of your financial needs from tactical/hedged investments, disability and long-term care insurance, defined benefit plans, and income retirement solutions. We are also a general agent of several top-rated mutual life insurance companies. These are companies that return at least half of their profits to their policyholders.
Washington Equity is associated with Cetera Advisors, a premier independent broker-dealer. Most of our accounts are custodied with Pershing, LLC which is a subsidiary of the Bank of New York Mellon, the largest financial custodian in the world. Through our relationship with Cetera Advisors and Pershing, we are able to select for our clients what we feel are the best industry-leading products and services.