Retirement Planning
- Evaluating Retirement Readiness Level
- Quantifying Funds Needed
- Quantifying Risk Capacity
- Optimizing Tax-Smart Withdrawal Strategy
- Creating your Retirement Paycheck
Investment Management
- Creating Tax Smart Efficient Portfolios
- Aligned with Your Goals
- Creating Reliable Income Streams
- Private equity and Private Credit strategies
Estate
and Charitable Planning
- In-House Estate Plan Review
- Work alongside your estate attorney to formalize your wishes
- Evaluating Optimal Planned-Giving Strategies
- Trust Management
- Donor-Advised Fund Management
Tax
Preparation
- Personal Income Tax Returns
- Trust & Estate Tax Returns
- Tax planning/Calculating Quarterly estimates
- Business Owner Tax Guidance
- Retirement Income Tax Planning
Integrated Wealth & Tax Planning in Northern Virginia
Synchronize your portfolio, tax strategy, and estate plan. Focus on enjoying your wealth, not managing its complexity.
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2021, 2022, 2024, 2026 Forbes Best In State Wealth Advisors, created by SHOOK Research. The 2026 award was presented in April 2026 based on data gathered from 6/30/2024 to 6/30/2025 and was released on 4/7/2026. 52,043 nominations were received and 11,302 advisors won. Not indicative of advisor’s future performance. Your experience may vary.
Tax Planning Integrated With Long-Term Financial Decisions
We cater to individuals, estates & trusts, and the self-employed, providing experienced tax guidance that complements your current financial strategy and anticipates future trends. Our team of tax professionals is committed to collaborating with your wealth advisor, offering tailored tax planning and preparation services. We stay informed on the latest legislative tax changes to ensure your strategies are adaptive and informed.
Retirees, Business Owners, and Professionals Planning for What’s Next
Our clients are typically retirees, business owners, and professionals over age 50 who want investment, retirement, and tax decisions coordinated together.
Integrated Wealth Management, Retirement & Tax Planning
A More Coordinated Approach to Wealth & Tax Planning
Our Planning Process
Understanding Your Goals and Financial Picture
Building a Coordinated Financial Strategy
Portfolio & Planning Implementation
Ongoing Review and Guidance
Common Questions About Working With Us
Do you coordinate wealth management and tax planning in-house?
Yes. Many of our clients value having their investment strategy and tax planning coordinated under one roof. Our advisory and tax teams work together throughout the year, so investment decisions, income planning, and tax projections are aligned.
Who do you typically work with?
We primarily serve retirees, pre-retirees, and business owners. Often households with $2M+ in investable assets who want a more coordinated approach to long-term financial decision-making, although we do not currently have an asset minimum.
Are you fiduciary?
Yes, we act as fiduciaries. Our role is to provide investment advice that is aligned with your best interest, without commissions or product incentives influencing recommendations.
Can you work with my existing CPA or estate attorney?
Absolutely. Some clients use our tax team, while others prefer to maintain outside relationships. In either case, we coordinate with your existing professionals to ensure decisions are integrated and communicated clearly.
What does working together typically look like?
Our process begins with understanding your financial life in full. We review your investments, income sources, tax exposure, estate considerations, and long-term goals.
From there, we develop a comprehensive financial plan and work with you to implement the decisions after approval.
After your plan is implemented, we will have annual or semi-annual meetings depending on the complexity of your situation, with more frequent conversations as needed.
