Begin the Process
Contact Us
Start the Process
We are a private wealth management firm working exclusively with individuals and families investing $1M+. The first step in our process is an in-person meeting to see if a long-term relationship can be developed (a video call may be arranged if you live outside northwest Washington). This initial meeting is always complimentary.
What to Bring
Our goal is to build out a comprehensive picture of your financial life. We will be constructing cash flow and net worth statements as well as examining your investment portfolio, income tax data, insurance coverage and estate plan documents. Please bring any information that will help us build out your financial plan. This may include: