We are honored to be among one of the oldest human-centric, multi-disciplinary, tax-integrated*, white glove investment management and financial planning firms in the country. While our financial planning and tax services extend nationwide, our financial roots are deeply ingrained throughout the Metropolitan Washington, D.C. landscape.
We are pleased to have assisted over 2,000 families pursue their unique wealth management, estate and tax planning goals, and continue to share our financial vision, wisdom, and tax experience with a multitude of diverse clients from CEOs and private business groups to foundations, attorneys, physicians, executives, entrepreneurs, independent professionals, federal and state government employees, military families, health care professionals, architects, builders, parents, grandparents, widows, widowers, retirees, unmarried couples, as well as budding young families. We have also worked with clients, their children, and, in some cases, even their grandchildren.
Our investment programs are individually designed to help address your financial needs, while empowering you with the appropriate knowledge necessary to make long term investment decisions. Our "Finance on a Human Level®" planning program will help guide you on multiple levels of financial interest, while integrating estate and tax provisions into your financial program, through invaluable resources provided by our CPA* advisory team.
We look forward to hearing from you and assisting with your financial needs.
Our planning process begins with a thorough discussion of your current financial situation and a complete understanding of your lifetime goals.
An examination of financial, tax, and estate documents, along with risk assessment and retirement aspirations will be explored.
A customized, tax integrated, wealth management plan will be designed to help meet your individual financial objectives.
Our financial planning team and investment analysts will construct a suitable timetable for integrating all aspects of a mutually agreed upon financial plan.
Each investment advisory team will routinely conduct a comprehensive portfolio assessment + its impact on changes to tax laws, investment/financial environments, and employment status.
We integrate each financial portfolio with an effective human-centric estate + tax plan, designed to help maximize an individual's wealth potential.
Human-Centric Team Members
Specialized Certifications Across Our Team
of employees participate in community outreach programs
We encourage you to meet our human-centric team of wealth management and tax-integrated advisors.*
Edward G. Sella
Matthew E. Gilchrist
Bradley P. Lipman
We are happy to assist with any questions or inquiry you may have concerning your financial needs.