Our Mission Statement

Asset Management Group

Our Mission is to be the premiere financial services firm in the greater Washington area in the state of Virginia.  We believe in “protection first” in our planning process.  We are committed to helping individual families and businesses achieve financial security by Creating, Preserving and Protecting wealth through innovative financial strategies and the highest quality financial products and services.

Ø  Create.  We help our clients create wealth through education and utilizing the most innovative financial strategies available. Our purpose is to assist our clients in making informed decisions about their financial future so they can successfully plan and achieve long term goals.

Ø  Preserve.  Our extensive knowledge of economics and finance allows us to positively impact the lives of those with whom we work by providing the highest quality service and the most economic approach.

Ø  Protect.  By providing a wide array of high quality products we can help protect our clients’ assets, allowing them to leave a legacy for the next generation.

Ø  Client First Philosophy.  We always put our clients first and treat them with respect and fairness. We believe in creating a bond with our clients by treating them as a part of our family. We believe in the highest standard of integrity and it is our promise that we will guard the financial success of each and every one of our clients.