Planning & Investment Management Starts With You

Wealth Management for Individuals & Families

At Fort Washington’s Private Client Group, our focus is on you and the people you care about. Every initial conversation starts with one simple question—How can we help?

A Seamless Experience

Advocating on your behalf, we collaborate with your other advisors, such as attorneys and tax professionals. You have better outcomes when all of your advisors work together to execute your wealth plan as this allows for the continuity that is critical to your long-term success.

Using our breadth of expertise in wealth planning and portfolio management, as well as our in-depth perspective on a variety of investment markets, our team helps you prepare for and navigate all the transitions life brings your way.

Goals Based Planning for Investments, Insurance, Trust, Tax and Estate

Your Priorities

Our clients are at the center of every decision we make. Through careful listening, we identify your priorities so we’re able to understand what’s most important to you, both now and in the future.

Using a personalized planning process that centers on a deep understanding of your needs, we provide tailored wealth management services to help you connect your purpose with your financial life. Our focus is to help you get the most out of life and we work hard to do what’s right for you.

A Thoughtful Approach to Risk Management

We pride ourselves in our ability to help clarify complicated scenarios for our clients.

A Thoughtful Approach to Risk Management

Photo by Daniel Smyth featured in Venue Magazine.

Carl Adkins - Thoughtful Approach to Risk Management

2019 Tax Reference Sheet

View a quick tax reference guide for 2019

Tax Reference Guide

Personal Finance Articles

Explore more investment-related topics

Explore Personal Finance Articles

Wealth Planning

Our team of wealth planners will help lead you on a journey to discover what’s important to you now and in the future. Tailored to enrich your life and the lives of your loved ones, we will help guide you through a seamless wealth planning experience.

Explore Wealth Planning

Advisory Approach

Using your goals as our guide, we develop an investment plan personalized to fit your time horizon, your appetite for risk, and any other unique constraints you may have.

Explore Advisory Approach

People

Connect with our team of wealth advisors, wealth planners, and portfolio managers who have an average of 23 years of experience in the industry.

Explore Our Team

How Can We Help?

CONNECT WITH US

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