wealth management
Wealth management at Glover Park Wealth includes portfolio management, estate, tax, retirement planning, and Medicare enrollment.
The custodian of our clients' assets is
Charles Schwab.
Our wealth management firm manages the following accounts:
Brokerage, IRA, Roth IRA, SEP IRA, Individual 401(k), Solo 401(k), Revocable Living Trusts, Irrevocable Trusts, Foundations, Non-Profits, Corporate Treasury Management.
Our first step in the wealth management process is to learn more about your current financial situation, risk tolerance and long-term goals.
The next step is to build a diversified investment portfolio consisting of low-cost equity funds and US Treasury Bonds.
Our firm will monitor and adjust your portfolio on a going forward basis based on
your investment time horizon and future goals.
Build
Grow
Protect
Strategic solutions for long-term impact.
Our firm's largest business segment is wealth management. At Glover Park Wealth, we take a holistic approach to portfolio management and diversification to meet your long-term financial goals.
Whether you are in the wealth accumulation, wealth preservation or wealth distribution phase, we work directly with you to achieve your goals.
Glover Park Wealth uses a combination of: Exchange Traded Funds (ETFs), US Equities, Fixed Income, US Treasury Bonds, and Options to manage the assets for our clients.
Our mission is to: Build, Grow, and Protect the assets of our clients.
Virginia, Maryland, Washington, DC.