Washington Wealth Management is a multi-generational advisory team dedicated to delivering sophisticated financial strategies and personalized service to high-net-worth individuals and families. With deep expertise across investment management, financial planning, and exit strategy consulting, our advisors hold advanced designations from top institutions and bring decades of combined experience to every client relationship. We take pride in our hands-on, collaborative approach, ensuring each client receives tailored guidance aligned with their unique goals and values. Rooted in the DC area, our team blends analytical insight with a commitment to long-term partnership and community engagement.
CEPA®, CIMA®, CPM®, CPWA®, CRPC™

Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
