Delivering insightful advice Building on a foundation of trust
Washington Wealth Management
800-382-9989
877-507-1577
UBS Financial Services Inc.
1501 K Street NW
Suite 1100
Washington, DC 20005
Washington Wealth Management offers business owners, entrepreneurs, and affluent families a collaborative family office approach for making thoughtful, informed decisions about personal and business objectives. We are experienced in virtually every aspect of wealth management, including financial and retirement income planning, asset allocation, risk management, lending, insurance, estate planning and philanthropy.
Our team provides innovative solutions for helping you sustain and grow your wealth and preserve your legacy. With our disciplined process to each generation of your family, we help you meet your most important financial opportunities and challenges.
Your vision
A road map for your financial priorities
Our consultative approach is comprehensive: we gather insights about your unique personal and financial situation so that we can build an individually tailored financial plan for you. Whatever stage of life you are in or financial challenges you face, we provide the thoughtful guidance to help direct your decision-making process.
“Families count on our comprehensive planning approach to feel confident about their financial future.”
— Karen Ben-Shlaush
Your business
Guidance throughout your business life cycle
Whether you are planning to exit now or simply gauging your readiness, a business transition is a complex process, entailing personal, financial and family concerns. Knowing who to work with can make all the difference. Our team offers fiduciary guidance and consultative advice that empowers you to make educated decisions regarding your personal finances, your business, and your legacy.
“We’ll help you make confident business transition decisions by coordinating our extensive UBS resources and network of professionals.”
— David Andreadis
Your investments
Careful stewards of your wealth
The foundation of our investment strategies comes from the insights of both internal and external sources, combined in an integrated and systematic process. Asset allocation and risk management is tailored to your unique situation. The result is a complete understanding of your priorities that helps us provide tangible results.
“Our investment management process is built on a clear understanding of your financial goals, the experience to offer sophisticated yet practical solutions and the wisdom to help you make the right decisions.”
— Gordon Dale
Our relationship
Personalized service is the key to a successful relationship
Through individualized attention, we aim to develop the kind of trust and confidence that is invaluable to every aspect of your financial life. Our team is accountable to you and works diligently on your behalf.
“We constantly strive to exceed our clients’ expectations. You can count on us for prompt attention, regular communication, and an exceptional level of service.”
— Susan Harrison
David Andreadis has been recognized as an industry leader
- Forbes Best-In-State Wealth Advisors, 2020
Our perspectives
Insights