Personal Investment Advice + Financial Planning
Financial Advisor Gary Partoyan, Your Trusted Guide
If you’re thinking seriously about your financial life, you may want a trusted guide, a professional who can help do what it takes to build wealth, protect what you’ve built, and plan for what comes next.
At Potomac Wealth Strategies, you work directly with an independent advisor, Gary Partoyan, who takes the time to understand what matters to you and helps you navigate financial decisions with clarity and confidence.
A Personal Relationship, A fiduciary Responsibility
Potomac Wealth Strategies is an independent Registered Investment Advisor and a fiduciary. Objective, personal advice is provided without commissions or product incentives, and always in your best interests.
Client assets are held securely at Charles Schwab & Co. or other reputable custodians. Gary Partoyan, the firm’s founder and owner, serves as your advisor and provides reliable expertise, attention, and accountability.
Guidance that meets you where you are
Wealth and personal finance look different for everyone. Already financially secure with the nest egg of your dreams? Doing well but not sure if you're on track? Not at all sure how any of this works, where you stand, or what to do? Potomac Wealth Strategies can help, offering a collaborative relationship and effective, actionable advice and ongoing monitoring and follow-up.
A planning-forward strategy
Before decisions are made, Gary takes time to understand your full financial picture, including your goals, priorities, time horizon, assets and liabilities, and comfort with risk. Investment advice and portfolio management are the key deliverables, and they are best guided by a broader strategy designed to support informed decision-making over time.
Advice tailored to your needs
Potomac Wealth Strategies’ services are customized to your needs, including:
- Financial planning and goal setting
- Investment advice and portfolio management
- Ongoing guidance as life and priorities change
- Each relationship is flexible by design. You can stay closely involved in decisions or rely more fully on your advisor’s guidance.
Choosing a financial advisor is an important decision. An initial consultation is a chance to talk through what matters to you, ask questions, and see if Potomac Wealth Strategies is the right fit. There’s no obligation, just a thoughtful and informative discussion with Gary Partoyan. Call (703) 746-8195.