Skip to content
envelope
  • F: 571.292.1542
  • T: 571.292.1531
Feel free to reach out.
  • Home
  • About Us
    • About Us
    • John D. Armati
    • Scott W. McDermott
    • Andrew Armati
    • Why Work With a CFP
  • Our Clients
    • Our Clients
    • Business Owners
    • Families & Individuals
    • Family Offices
    • Retirees
    • Women Investors
  • Services
    • Services
    • Our Approach
    • How We Help
    • Education Planning
    • Estate Charitable Giving & Trust
    • Financial Planning
    • Fixed Income Services
    • Investment Strategies
    • Longevity Planning
    • Portfolio Management
    • Retirement Planning
    • Risk Management
  • News
  • Resources
    • Resources
    • Worthwhile
    • Client Access Videos
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • McDermott Armati Wealth Strategies, LLC
    9300 Grant Ave Suite 300 Manassas, VA 20110 F: 571.292.1542 T: 571.292.1531
    Map and Directions Map and Directions
McDermot Armati Wealth Strategies, LLC logoMcDermot Armati Wealth Strategies, LLC logo

Specialized insight for family offices

Specialized insight for family offices

Intergenerational wealth management requires a sophisticated and disciplined approach designed to help achieve your goals and aspirations in any market environment. We apply this principle in assisting wealthy individuals, families and foundations with the management of substantial and complex portfolios. In the pursuit of preserving your financial future, we coordinate and help simplify challenging issues, including oversight and reporting requirements, investment due diligence and risk assessment, providing select families with a comprehensive range of custom services.

We act as your dedicated financial concierge, managing financial affairs across multiple platforms and professionals, designing carefully calibrated investment strategies and connecting you with opportunities and specialists, all while providing the utmost confidentiality and privacy.

Aside from assisting in managing and preserving wealth, we also strive to promote family unity. Our professionals pursue this through financial education offerings, family governance structures and a transparent communication style.

With the constant support of our experienced advisors, we strive to give you the confidence that comes with a holistic approach to your family’s financial affairs. One that aligns with your values and your mission.

Services Include

  • Family Governance
  • Legacy Planning  
  • Wealth Transfer
  • Trust Services  
  • Wealth & Investment Management
  • Banking & Lending Solutions1
  • Insurance & Annuities2
  • Risk Management

1Lending Services provided by Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc. Raymond James & Associates, Inc., Raymond James Financial Services, Inc., and your Raymond James financial advisor do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be put into contact with a Raymond James Bank employee for your residential mortgage needs.

2Insurance and annuities offered through Raymond James Insurance Group. Raymond James & Associates, Inc., and Raymond James Financial Services, Inc., are affiliated with Raymond James Insurance Group.

Banking and lending solutions provided by Raymond James Bank. Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc.

Sophisticated wealth management
Always here for you
McDermot Armati Wealth Strategies, LLC logoMcDermot Armati Wealth Strategies, LLC logo
  • McDermott Armati Wealth Strategies, LLC 9300 Grant Ave Suite 300 Manassas, VA 20110
  • F 571.292.1542
  • T 571.292.1531
  • Map & Directions
  • Map & Directions
envelope

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. 

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. 

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. McDermott Armati Wealth Strategies LLC is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2019 Securities offered through Raymond James Financial Services, Inc., Member FINRA / SIPC    |   Legal Disclosures   |   Privacy Policy   |   Terms of Use