Individuals and institutions
we are privileged to serve

We work primarily with individuals who have accumulated wealth or who are in or nearing retirement. However, another key area of our business is serving nonprofit organizations and institutions such as endowments, associations, religious organizations, charitable organizations and non-governmental organizations. Most of our clients are located in and around Washington, D.C., or the mid-Atlantic region. New clients often come to us via referral from either our current clients or centers of influence in our community.

1717 Pennsylvania Avenue, Suite 1050 | Washington, D.C. 20006
T: 202.872.5900 | TF: 800.982.3035 | F: 866.522.9587
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