
Wealth PartnersThe Washingtonian Group
Awards and Industry Recognition



Forbes
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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 wealth
Our 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 process
We 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 consideration
Beyond 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 on
Our 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 capabilities
The 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 leader
Our 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

U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Vacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Can today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
Help your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead Now
The Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read Now
Are consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read Now
Could inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Vacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Can today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
Help your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead Now
The Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read Now
Are consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read Now
Could inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now