Welcome to Potomac Wealth Strategies

Potomac Wealth Strategies provides investment and financial advice to individuals, families, small businesses, and non-profit organizations. We are an independent Registered Investment Advisor firm based in Virginia and with clients nationwide.

We do great work for high-net worth clients who already have the nest egg of their dreams, and we also help those who are still working on it. For potential clients who are just starting out but for whom we are not a good fit, we still make sure to point them in the right direction.

There is a service gap in the financial industry, with most large and mid-sized firms strongly encouraging their brokers to work only for clients with larger investment portfolios, often $500,000 or more. These firms actually discourage their brokers from providing proactive advice and their best portfolios to anyone not among the bigger fish, and yet their investment management performance too often is mediocre and does not justify their higher fees. .

The mission of Potomac Wealth Strategies is simple yet significant:  We will help you accumulate and manage the wealth needed to achieve your goals.

For more information, please explore our web site, email us, or call us at (703) 746-8195. We look forward to hearing from you.


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