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TOP 30 Portfolio management in Washington, VA
48 results found
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The Independence Wealth Management Group - Morgan Stanley
The Independence Wealth Management Group at Morgan Stanley is a prestigious financial institution located in the heart of Washington, D.C. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. We offer a wide range of services including investment management, retirement planning, estate planning, and more. With our commitment to independence and integrity, we strive to provide our clients with the highest level of service and expertise. Visit us at 1775 I Street Northwest to learn how we can help you secure your financial future.
Yarmouth Management Inc
Yarmouth Management Inc. is a reputable institution located at 309 7th Street Southeast in Washington, D.C. They specialize in property management and uphold all District of Columbia and Federal Fair Housing Regulations. With a commitment to providing quality services and ensuring compliance with housing regulations, Yarmouth Management Inc. is a trusted partner for property owners and tenants alike.
MANNA WEALTH MANAGEMENT - Washington DC Financial Advisors
Wealth Management is a trusted financial advisory firm located in Washington, DC, offering a range of wealth management services to high-net-worth individuals and families. Led by experienced advisor David Kassir, Manna Wealth Management upholds a fiduciary duty to prioritize clients' best interests. Services include investment management, estate planning, and cryptocurrency advising. With a holistic approach to wealth management, Manna creates personalized plans tailored to each client's unique goals and needs. In collaboration with third parties, Manna also provides tax planning, retirement planning, and asset protection services. Through market analysis, performance evaluation, and ongoing portfolio management, Manna Wealth Management helps clients navigate the complexities of the financial landscape and achieve their long-term financial objectives.
ABG Wealth Management - UBS Financial Services Inc.
ABG Wealth Management - UBS Financial Services Inc. is a prestigious finance institution located at 1501 K Street Northwest in Washington, District of Columbia, United States. With a strong reputation for providing top-notch financial services, ABG Wealth Management is dedicated to helping clients achieve their financial goals and secure their financial future. Their team of experienced professionals offers personalized wealth management solutions tailored to each client's unique needs and objectives. Whether you are looking to grow your investments, plan for retirement, or protect your assets, ABG Wealth Management - UBS Financial Services Inc. is committed to delivering exceptional service and expertise to help you succeed in reaching your financial goals.
Rob Holmes - RBC Wealth Management Financial Advisor
Rob Holmes - RBC Wealth Management Financial Advisor is a prestigious financial institution located at 2100 Pennsylvania Avenue Northwest in Washington, District of Columbia. As a trusted advisor, Rob Holmes provides expert financial planning and investment advice to individuals and businesses looking to grow and protect their wealth. With a focus on personalized service and tailored solutions, clients can expect a high level of professionalism and expertise in managing their financial portfolios. Whether you are planning for retirement, saving for a major purchase, or looking to build a diversified investment portfolio, Rob Holmes - RBC Wealth Management Financial Advisor is dedicated to helping you achieve your financial goals.
Tammy Haygood - RBC Wealth Management Financial Advisor
Tammy Haygood - RBC Wealth Management Financial Advisor is a reputable financial institution located at 2100 Pennsylvania Avenue Northwest in Washington, D.C. As a skilled and experienced financial advisor, Tammy Haygood provides personalized financial guidance and investment strategies to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and investment portfolio management, Tammy Haygood offers expert advice and tailored solutions to meet the unique needs of each client. Trusted by individuals, families, and businesses alike, Tammy Haygood - RBC Wealth Management Financial Advisor is committed to providing top-notch financial services in the heart of the nation's capital.
Susanne Nolan - RBC Wealth Management Financial Advisor
Susanne Nolan - RBC Wealth Management Financial Advisor is a reputable financial institution located at 2100 Pennsylvania Avenue Northwest in Washington, District of Columbia. As a trusted advisor, Susanne Nolan provides expert financial guidance and investment strategies to help clients reach their financial goals. With a focus on personalized service and tailored solutions, clients can feel confident in their financial decisions. Whether you are planning for retirement, managing wealth, or looking to grow your investment portfolio, Susanne Nolan is dedicated to providing top-notch financial advice and support.
Farmington Assets Management Corporation
Farmington Assets Management Corporation is a reputable finance institution located at 2824 O Street Northwest in Washington, District of Columbia. As a leading asset management company, Farmington specializes in providing top-notch financial services to individuals and businesses alike. With a team of experienced professionals and a commitment to excellence, Farmington Assets Management Corporation is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, portfolio management, or financial planning services, Farmington Assets Management Corporation is the trusted partner you need.
ASSETS
ASSETS 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.
The I Street Group - Morgan Stanley
The I Street Group - Morgan Stanley is a prominent finance institution located at 1775 I Street Northwest in Washington, District of Columbia, United States. With a strong reputation for providing top-tier financial services, The I Street Group - Morgan Stanley offers a wide range of investment and wealth management solutions to clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Whether you are looking to grow your portfolio, plan for retirement, or secure your financial future, The I Street Group - Morgan Stanley is committed to delivering exceptional service and results.
Simply Investing
Simply Investing is a leading financial institution located at 6218 Georgia Avenue Northwest in Washington, District of Columbia. Specializing in a range of investment services, our team of experts is dedicated to helping clients achieve their financial goals through sound and strategic investment strategies. With a focus on simplicity and transparency, we provide personalized advice and guidance to help individuals and businesses make informed decisions about their investments. Whether you are looking to grow your wealth, save for retirement, or plan for the future, Simply Investing is here to help you every step of the way. Visit us today to learn more about how we can help you secure your financial future.
Capital Vacation Rentals
Capital Vacation Rentals is a premier real estate and travel agency located in the heart of Washington, D.C. Our experienced team specializes in providing top-notch vacation rental properties for visitors looking to explore the nation's capital. Whether you are visiting for business or pleasure, our extensive portfolio of properties offers something for everyone. From cozy apartments to luxurious townhouses, we have the perfect accommodation to suit your needs. Our dedicated staff is committed to ensuring that your stay in Washington, D.C. is unforgettable. Contact us today to book your dream vacation rental!
Century 21 New Millennium
Century 21 New Millennium is a finance, insurance, and real estate agency located in Alexandria, Virginia, United States. We are dedicated to ensuring a successful home-buying experience for our clients, from the initial online property search to settling into their new home and beyond. Our team of local agents, supported by the regional New Millennium network and the global reach of the CENTURY 21® brand, work together to ensure that your home is sold for the best price in the shortest amount of time. Whether you are moving locally or across the country, you can count on CENTURY 21 New Millennium to assist you every step of the way.
Mark Lebow, Ladas & Parry LLP
Mark Lebow, Ladas & Parry LLP is a prestigious intellectual property law firm located at 1700 Diagonal Road in Alexandria, Virginia, United States. With a team of experienced attorneys and professionals, the firm specializes in providing high-quality legal services related to patents, trademarks, copyrights, and trade secrets. Clients can expect personalized attention and expert guidance in protecting and enforcing their intellectual property rights. The firm's reputation for excellence and dedication to client satisfaction make it a top choice for individuals and businesses seeking reliable legal representation in the field of intellectual property law.
The Gober Group
The Gober Group is a renowned institution located at 300 North Washington Street in Alexandria, Virginia, United States. With a reputation for excellence in providing strategic consulting services, The Gober Group specializes in assisting clients with government relations, public affairs, and advocacy efforts. Their team of experienced professionals offers personalized solutions to help clients navigate complex political landscapes and achieve their goals. Whether you are a corporation, non-profit organization, or government entity, The Gober Group is dedicated to delivering results and building lasting relationships with their clients.
Creativity IP PLLC
Creativity IP PLLC is a leading intellectual property law firm located at 950 North Washington Street in Alexandria, Virginia. Our team of experienced attorneys specializes in protecting and managing intellectual property rights, including patents, trademarks, copyrights, and trade secrets. We provide tailored legal strategies to help our clients maximize the value of their innovations and creative works. With a strong focus on innovation and creativity, Creativity IP PLLC is dedicated to helping businesses and individuals protect their intellectual property assets in today's rapidly changing global marketplace.
Fish & Richardson P.C.
Fish & Richardson P.C. is a leading law firm located at 1000 Maine Avenue Southwest in Washington, D.C. Specializing in intellectual property law, our team provides exceptional service and advocacy throughout the IP life cycle. Recognized as one of the Best Law Firms in various categories such as Commercial Litigation, Patent Law, and Trademark Law, we are dedicated to delivering top-tier legal representation to our clients. With a focus on innovation and expertise, Fish & Richardson P.C. is committed to achieving the best possible outcomes for our clients in the District of Columbia and beyond.
NovoTech Patent Firm PLLC
NovoTech Patent Firm PLLC is a top-notch patent law firm located at 1717 Pennsylvania Avenue Northwest, Washington, District of Columbia, United States. Our team of seasoned practitioners is dedicated to providing exceptional patent solutions for businesses worldwide at a cost-effective price. With a focus solely on patents, we offer specialized expertise in this critical area of intellectual property. We understand the importance of a strong patent portfolio and offer both technical and legal expertise to help clients build a complete portfolio. With convenient access to the United States Patent and Trademark Office, we provide seamless and efficient service.
Bold Patents Alexandria Patent Law Firm
Bold Patents Alexandria Patent Law Firm is a local government office located at 5680 King Centre Drive in Alexandria, Virginia, United States. We specialize in intellectual property law and provide top-quality patents to help visionaries dominate the market. Our services extend to areas such as Richmond, Charlottesville, Winchester, and Fredericksburg. Located across the Potomac River from Washington D.C., Alexandria is a hub for innovation and entrepreneurship. With organizations like The National Science Foundation and the United States Patent and Trademark Office headquartered here, our city is a breeding ground for groundbreaking ideas.
The Prospective Group
The Prospective Group, located at 1655 Fort Myer Drive in Arlington, Virginia, is a leading IT solutions provider dedicated to delivering measurable business value. With a focus on quality people and experienced staff, The Prospective Group offers transformative business success through tailored processes that align with your business portfolio. Their team of seasoned project and program management staff excel in delivering exceptional results. At The Prospective Group, data analytics is at the forefront of measuring and evaluating the economics of business value. Their expertise in data science and analytics enables strategic decision-making, innovative solutions, and overall strategic business value. Additionally, The Prospective Group prioritizes IT security to create a secure enterprise business environment that allows for rapid adoption of new technologies.
GW Investment Institute
The GW Investment Institute, located in Washington, D.C., is a renowned institution within the School of Business at The George Washington University. With a registration fee of $20, attendees can enjoy light refreshments, beer, wine, and non-alcoholic beverages at their events. Guests are also welcome to join. Tickets are limited, so be sure to secure your spot by registering no later than April 15. Join us at Funger Hall, Office 506 for an informative and engaging experience. We look forward to seeing you there!
Alexandra Yonts
Alexandra Yonts is a reputable doctor's office located at 111 Michigan Avenue Northwest in Washington, District of Columbia. Our dedicated team of healthcare professionals is committed to providing top-quality medical care to our patients. With a focus on personalized treatment plans and compassionate care, we strive to help our patients achieve and maintain optimal health. Visit us today to experience the difference at Alexandra Yonts.
Mec Group Llc
MEC Group LLC is a renowned finance institution located at 5247 Wisconsin Avenue in Washington, District of Columbia, United States. With a focus on providing top-notch financial education and services, MEC Group LLC is committed to helping individuals and businesses achieve their financial goals. Whether you are looking to enhance your financial literacy or seeking expert financial advice, MEC Group LLC is the perfect place for you. Our experienced team of professionals is dedicated to providing personalized solutions tailored to meet your specific needs. Join us at MEC Group LLC and take the first step towards a secure financial future.
Katz-Moses Financial
Katz-Moses Financial is a finance institution located at 420 Oneida Place Northwest in Washington, DC, United States. Founded by a former DC Public Schools staff member who was shocked by the unnecessary fees in his 403(b) plan, Katz-Moses Financial now specializes in providing financial planning services to educators and government employees in the DC area. As a CERTIFIED FINANCIAL PLANNER™ professional, Katz-Moses Financial offers a range of services including ongoing, one-time, and hourly financial planning. While the costs may seem high, the institution believes that high-quality financial advice is invaluable and well worth the investment for the peace of mind it brings.
UBS Financial Services Inc.
UBS Financial Services Inc. is a leading financial institution located at 1501 K Street Northwest in Washington, District of Columbia, United States. Specializing in finance, UBS offers a wide range of services including wealth management, investment banking, asset management, and financial planning. With a strong reputation for excellence and expertise in the industry, UBS Financial Services Inc. is dedicated to helping clients achieve their financial goals and secure their financial future.
Persinger Planning
Persinger Planning is a finance institution located in the heart of Washington, D.C. We specialize in providing personalized financial planning services to help our clients achieve their long-term financial goals. Our team of experienced financial advisors works closely with each client to create a customized financial plan that meets their individual needs and objectives. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Persinger Planning is here to help you every step of the way. Visit us at 4360 Van Ness Street Northwest to learn more about how we can help you secure your financial future.
Jurnex Advisors
Jurnex Advisors is a leading accounting and finance institution located in the heart of Washington, D.C. Our team of experienced professionals provides expert financial advice and consultation to help clients achieve their financial goals. Whether you need assistance with tax planning, investment strategies, or financial management, our dedicated team is here to help. Visit us at 1300 I Street Northwest to learn more about how Jurnex Advisors can support your financial success.
Merrill Lynch Financial Advisor Sean R Sweeney
Merrill 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.
Gregory J. Kight - UBS Financial Services Inc.
Gregory J. Kight - UBS Financial Services Inc. is a reputable financial institution located at 1501 K Street Northwest in Washington, District of Columbia, United States. Specializing in finance, they provide a wide range of services to help clients manage their wealth and achieve their financial goals. With a team of experienced professionals, Gregory J. Kight - UBS Financial Services Inc. offers personalized financial solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or wealth management, this institution is dedicated to providing top-notch service and expertise to help you secure your financial future.
Merrill Lynch Financial Advisor Paul Juergensen
Merrill 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.
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