Portfolio diversification strategies in Washington, VA
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ASSETS
● ClosedASSETS is a unique institution located at 1805 Connecticut Avenue Northwest in Washington, DC. This night club offers a blend of an exclusive lounge and a contemporary boutique nightclub, providing customers with a customized experience every time they visit. Situated between the vibrant neighborhoods of Kalorama and Dupont Circle, ASSETS caters to a diverse crowd. The venue features beautiful women, exceptional service, and captivating performances by Assets Ballerinas on two stages surrounded by flat screens for optimal viewing. Guests can enjoy open seating, two large party rooms with ample seating and flat screens, as well as VIP service on the main floor. ASSETS offers a chance to mingle with some of the most attractive women in the District.
1805 Connecticut Ave NW, Washington, DC 20009, United States -
Merrill Lynch Financial Advisor Sean R Sweeney
● OpenMerrill Lynch Financial Advisor Sean R Sweeney is a finance institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. The institution offers insights, observations, and ideas to help clients pursue their financial goals. The team at Merrill Lynch is committed to providing exemplary client service, with advisors who have received recognition from various financial industry publications. The team is supported by the global resources of Merrill and is dedicated to building strong client relationships based on trust and personalized service. At Merrill Lynch Wealth Management, the focus is on what matters most to clients - family, goals, and priorities. The team helps clients determine their investment style and identify individual goals that are personally meaningful. By understanding how clients think about investing, a comprehensive strategy can be designed to make the most of their financial resources. The team believes in a one-on-one relationship with clients, getting to know them personally and helping them achieve their financial goals.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor Paul Juergensen
● OpenMerrill Lynch Financial Advisor Paul Juergensen, located at 1152 15th Street Northwest in Washington, D.C., has over three decades of experience serving a loyal and growing circle of ambitious clients and their families. With a focus on optimizing clients' wealth through a personalized approach, Paul has successfully navigated market volatility and helped clients mitigate investment risk through diversification. His rigorous training and industry credentials, including the CERTIFIED FINANCIAL PLANNER™ certification, Certified Investment Manager Analyst® (CIMA®) designation, and Certified Private Wealth Advisor® (CPWA®) designation, allow him to provide high-net-worth individuals with expert guidance. Paul's planning-based approach, tailored to each client's unique goals and concerns, is ongoing and designed to help clients achieve financial success. As a Portfolio Manager, Paul can manage clients' investments on a discretionary basis, incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Committed to giving back to the community, Paul volunteers with local organizations and supports non-profit causes. With access to the global resources of Merrill, Paul and his team are dedicated to building strong client relationships based on trust and personalized service, helping clients pursue their financial goals and manage investment risk.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor Elizabeth M Shepard
● OpenMerrill Lynch Financial Advisor Elizabeth M Shepard is a renowned institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. Specializing in finance, the institution focuses on understanding the life priorities of their clients to create personalized plans tailored to their individual needs, goals, and aspirations. The Shepard/Straub Group has been serving clients since 1980, offering wealth management services to accomplished entrepreneurs and professionals. With a team that values integrity, loyalty, respect, commitment, and teamwork, they aim to simplify the complex financial lives of their clients. The institution takes a long-term approach to investing, utilizing a systematic investment process that emphasizes quality investments, risk management, and diversification through asset allocation. They believe in providing outstanding client service and strive to be the first point of contact for all wealth management needs. Merrill Lynch Financial Advisor Elizabeth M Shepard offers a range of resources and tools to help clients track changes in their financial approach and stay on track to achieve their goals.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
LPL Financial
● OpenLPL Financial is a leading financial institution located at 1717 K Street Northwest in Washington, D.C. They offer a wide range of financial services including investment planning, wealth management, and retirement planning. With a team of experienced financial advisors, LPL Financial is dedicated to helping individuals and businesses achieve their financial goals. Their commitment to providing personalized and comprehensive financial solutions sets them apart in the industry. Visit LPL Financial today to start planning for a secure financial future.
1717 K St NW, Washington, DC 20006, United States -
Fundrise
● OpenFundrise is a finance institution located in the heart of Washington, D.C. at 11 Dupont Circle Northwest. Specializing in real estate investment, Fundrise offers a unique platform for individuals to invest in a diversified portfolio of properties. With a focus on transparency and accessibility, Fundrise gives investors the opportunity to participate in the real estate market with lower fees and minimums than traditional investment methods. Join Fundrise and start building your investment portfolio today.
11 Dupont Cir NW, Washington, DC 20036, United States -
Millennium Strategic Investments - Real Estate Financial Advisors
● ClosedMillennium Strategic Investments is a real estate agency located at 10045 Esteppe Drive in Manassas, Virginia, United States. We are your trusted real estate investment partners in the Washington, DC area, specializing in lucrative real estate acquisitions. Our team is committed to identifying and implementing strategies that result in above-average returns for our investors. We work closely with investors to maximize their returns by leveraging our expertise and insight in the region. Whether you are looking to buy, sell, or invest in real estate, we are here to help you meet your financial objectives. Our experienced team can assist you with evaluating properties, establishing investment goals, and managing your real estate portfolio.
10045 Esteppe Dr, Manassas, VA 20111, United States -
J. Ambler Cusick - Morgan Stanley
● OpenJ. Ambler Cusick - Morgan Stanley is a renowned finance institution located at 1775 I Street Northwest in Washington, District of Columbia, United States. With a strong reputation for providing top-notch financial services, J. Ambler Cusick - Morgan Stanley offers a wide range of investment and wealth management solutions to its clients. The institution is known for its expertise in financial planning, asset management, and investment strategies, making it a trusted partner for individuals and businesses looking to grow and protect their wealth. With a team of experienced professionals and a commitment to excellence, J. Ambler Cusick - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial future.
1775 I St NW Suite 200, Washington, DC 20006, United States
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