Wealth Partners

The Lopes Group

Seasoned strategies to empower your business and grow your wealth
A strategic focus I partner primarily with business owners and C-suite executives with an emphasis on supporting the government contracting sector in the Washington, D.C. area. My role is to help you address the significant risks and rewards you face, freeing you to concentrate on growing your business with the confidence that your personal and professional financial interests and priorities are being carefully handled.
A depth of experience in advising government contractors
I understand the demands on your time and the challenging financial scenarios you face as a business owner. I draw from deep experience in this space and my elite network of professionals and other business owners to offer comprehensive support across the full spectrum of your wealth management needs. My services are designed to help add value across your complex balance sheet, inclusive of your business and non-business assets:

• Strategies for financial flexibility: Ensuring you have the agility to navigate evolving circumstances
• Exit strategies: Preparing and empowering you to pursue optimal outcomes in business sales or transitions
• Personal wealth management: Managing and growing your personal assets with confidence
• Access to a broad, curated network: Connecting you with other distinguished business owners, top legal and accounting professionals, M&A advisory, capital providers, management consultants and more.

Seamless integration and a partnership approach
I collaborate closely with your existing team of advisors, leveraging the firm's world-class platform and resources to enhance your financial strategy. To foster ongoing value, I host quarterly forums with key stakeholders and industry thought leaders to discuss:

• Positioning your company for sale: Strategies designed to maximize value and attract potential buyers
• Optimizing the wealth drawn from your business: Strategies for maximizing after-tax income, both through annual income/distributions or the eventual sale
• Attracting and retaining key talent: Compensation and benefits strategies and benchmarking to meet the evolving needs of your organization
• Other timely topics

I am proud to be backed by the strength and security of J.P. Morgan's robust capabilities. My goal is to provide you with the clarity and support you need to focus on what you do best—leading and growing your business.