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 Investors Capital Corporation, a premier independent broker-dealer and Investors Capital Advisory Services, a registered advisory firm. 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 Investors Capital Corporation and Pershing, we are able to select for our clients what we feel are the best industry-leading products and services.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
A four-step framework for building a personal legacy.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
The item most homeowners forget on their home improvement project checklist is insurance.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
This calculator helps estimate your federal estate tax liability.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much you have the potential to earn during your working years.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help you estimate how much you may need to save for retirement.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
$1 million in a diversified portfolio could help finance part of your retirement.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
There are hundreds of ETFs available. Should you invest in them?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
There are three things to consider before dipping into retirement savings to pay for college.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.