
Wealth PartnersThe Washingtonian Group
Welcome
For business owners and founders of private companies, as well as executives of publicly traded corporations, the accumulation of capital is often a result of hard work, experienced decision-making and strategic partnerships. It is also a means to provide great opportunities for your family and future generations.
As former entrepreneurs and C-suite executives, we have a real-world appreciation for the value of skilled advice to help manage the proceeds of successful liquidation and/or retirement. Our group brings a business-like approach to personal wealth management that helps expand the possibilities your assets represent.
Investment Approach
We make you the CEO of your family's wealthOur group engages as a financial partner to guide you toward your individualized goals in the timeframe you specify. We educate you about our specific methodology and provide the intellectual capital to inform this outlook. Whether you seek a macro perspective or tactical guidance at a quantum level, we have the skill set to offer the appropriate level of support.
Solid cash flow strategies drive our portfolio construction processWe focus on the 'de-accumulation' phase of wealth management, deploying your assets to finance your ongoing lifestyle. Portfolios are built to generate income that aligns with your specific requirements. We avoid the use of simplistic models and commonplace tools in this effort. Our differentiated strategies help ensure that your cash flow is not impacted by volatility in the marketplace.
Estate tax impacts are a topline considerationBeyond the assets you plan to spend in your lifetime, our group works directly with you and your tax advisors to determine what you would like kept in trust for family and to identify your philanthropic objectives, taking into account estate tax considerations.
We deliver the breadth of J.P. Morgan, a platform you can count onOur group leverages the firm's real-time insights and award-winning research team^1^ to curate tailored strategies that address your specific issues and challenges. Through proactive and transparent attention, we care for the entirety of your financial life. Dashboards and other reporting vehicles enable us to keep you well advised.
**Support for corporate executives**
In a parallel manner, we work with executives of publicly traded companies to optimize your equity compensation and restricted stock management. We are skilled in pre-planning strategies that help determine the most advantageous timing for when to exercise, hold and sell these options. Following liquidity transactions, we are primed to manage your assets as we would for business owners.
**Providing a financial infrastructure**Our group serves as a primary point of advisory support for the sophisticated needs that business owners and corporate executives often face. We work alongside your attorneys, CPAs and other outside professionals to ensure the many financial components are fully integrated.
- Pre- transaction planning in advance of liquidity events
- Leadership and direction to manage family dynamics across multiple generations
- Preparing younger generations for the responsibilities that accompany the inheritance of wealth
- Business succession planning that is grounded in best practices and tailored to each particular circumstance
Integrated capabilitiesThe Washingtonian Group is comprised of a team of highly-educated and credentialed advisors. Drawing on our rich tradition of advising the most accomplished individuals, we serve as a strategic partner to transform your business into a wealth management enterprise.
Building on the reputation of an industry leaderOur team acts as a conduit to J.P. Morgan, one of the oldest, largest and best known financial organizations in the world. Our capabilities are backed by the fiscal strength and stability of the firm's fortress balance sheet to help safeguard your assets through the volatility of economic environments.
Meet Our Team
Insights

5 things moving markets—besides the Fed
February 3, 2022From COVID-19 case counts to the resilient housing market, there are some key dynamics investors should be keeping an eye on.Read Now
Black women are the fastest growing group of entrepreneurs. But the job isn’t easy.
February 21, 2022Read Now
How are markets adjusting to the ongoing crisis in Ukraine?
March 3, 2022Three things are starting to become clear as the invasion continues.Read Now
The intersection of climate change and the need to upgrade home insurance
March 8, 2022Climate change is impacting lots of choices that people make – even insurance. Keep reading to learn more about how homeowners insurance has been affected by climate change.Read Now
Key actions to consider before filing your U.S. tax return
February 16, 202214 moves that may help you optimize your 2021 return and set up for 2022.Read Now
New York Estate Planning
February 16, 2022When putting together an estate plan or any financial plan, you should consider the various different state laws that could impact the plan in addition to federal laws. Here are some important items to think about for individuals with ties to New York StateRead Now
The case for (always) staying invested
February 17, 2022Volatility is no fun for most investors, but these four things may help investors achieve their long-term goals.Read Now
There’s been a stock market sell-off—now what?
January 20, 2022We provide three simple tips to help investors navigate market volatility.Read Now
What impact might the Russian invasion have on markets?
February 24, 2022We’re assessing sanctions, energy prices and the price action to determine what the conflict might mean for investors.Read Now
What you need to know about this week’s Fed meeting
January 27, 2022We break down what the Fed's stance on rate hikes, inflation and the market sell-off will mean for investors.Read Now
Will central banks have to cause a recession to tame inflation?
February 10, 2022We’re answering the top questions on investors’ minds—and what they mean for portfolios.Read Now
Will the Fed be the market’s friend or foe in 2022?
February 16, 2022The economy and risk assets could power through higher interest rates this year. Here’s why.Read Now
5 things moving markets—besides the Fed
February 3, 2022From COVID-19 case counts to the resilient housing market, there are some key dynamics investors should be keeping an eye on.Read Now
Black women are the fastest growing group of entrepreneurs. But the job isn’t easy.
February 21, 2022Read Now
How are markets adjusting to the ongoing crisis in Ukraine?
March 3, 2022Three things are starting to become clear as the invasion continues.Read Now
The intersection of climate change and the need to upgrade home insurance
March 8, 2022Climate change is impacting lots of choices that people make – even insurance. Keep reading to learn more about how homeowners insurance has been affected by climate change.Read Now
Key actions to consider before filing your U.S. tax return
February 16, 202214 moves that may help you optimize your 2021 return and set up for 2022.Read Now
New York Estate Planning
February 16, 2022When putting together an estate plan or any financial plan, you should consider the various different state laws that could impact the plan in addition to federal laws. Here are some important items to think about for individuals with ties to New York StateRead Now
The case for (always) staying invested
February 17, 2022Volatility is no fun for most investors, but these four things may help investors achieve their long-term goals.Read Now
There’s been a stock market sell-off—now what?
January 20, 2022We provide three simple tips to help investors navigate market volatility.Read Now
What impact might the Russian invasion have on markets?
February 24, 2022We’re assessing sanctions, energy prices and the price action to determine what the conflict might mean for investors.Read Now
What you need to know about this week’s Fed meeting
January 27, 2022We break down what the Fed's stance on rate hikes, inflation and the market sell-off will mean for investors.Read Now
Will central banks have to cause a recession to tame inflation?
February 10, 2022We’re answering the top questions on investors’ minds—and what they mean for portfolios.Read Now
Will the Fed be the market’s friend or foe in 2022?
February 16, 2022The economy and risk assets could power through higher interest rates this year. Here’s why.Read Now