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.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
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.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
The uncertainties we face in retirement can erode our sense of confidence.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your capital gains tax.
Estimate your monthly and annual income from various IRA types.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help determine whether it makes sense to refinance your mortgage.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Smart investors take the time to separate emotion from fact.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”