Advocating for families and entrepreneurs since 2007
Hi There. Welcome to our Community! Headquartered just outside of Washington, DC with a satellite office in the Charlotte, NC area, Community Whealth serves our clients on and between coasts. Our firm offers all of the traditional financial services (Custom Investment Portfolios, Business Ownership Transition Planning, Retirement Planning, Estate Planning).
That’s not why you’re here though. Our Precision Whealth Planning is why you should be excited to have landed here. To begin, we manage assets in a fee conscious low fee model. We look at fees as losses to our clients. Even more exciting, we integrate less tangible aspects of your life into our planning. We embrace your wellness in our plans. We help our clients to identify hobbies, relevance and purpose that will last long after your working days are behind you.
Whether you’re a business owner, entrepreneur, executive, or individual and family looking for more, we will not only guide you financially, but we’ll also help you thrive in this world. We bring extensive experience and professionalism to every client and customize our support to your individual needs and concerns.
Your journey through life and your journey that led you to us is what drives our business. We’ve literally built it around you. We anticipate speedbumps you may incur along your way with us (fees, deadlines, market volatility, IRS requirements, paperwork, communications, etc). We have worked our hardest to create simple policies and procedures to help you travel through your journey in our community with as little headwinds as possible.
Get in touch with us to set up a consultation, or use the contact form at the bottom of this page to inquire whether our services are right for you.
1101 Wootton Parkway, Suite 980
Rockville, MD 20853
850 Bee Balm Trail
Fort Mill, SC 29708
Areas of Practice
Different investors have different needs. Many people simply want their assets to grow over time, while some rely on their investments for cash flow. Others prefer to invest in specific industries or companies. At Community Whealth, your portfolio construction is based on your specific needs. Analyzing your time horizon, investment objectives, and other factors is the first step. By thoroughly understanding your goals, we can ensure you are comfortable with the plan for your investments.
While we do not offer legal advice, we certainly work alongside your attorney to develop strategies that will ensure your estate needs are taken care of. This includes tax planning, risk management, and ensuring loved ones understand your intent to eliminate any intrafamily misunderstandings and quarrels after your gone from this earth.
Business transition planning
With so much time and attention paid to nurturing and growing a business, owners spend surprisingly little time focusing on their eventual exit. Whether it’s transitioning ownership to a child, or family members, transitioning to key employee(s) or selling to an unrelated 3rd party, each comes with its own set of advantages and disadvantages. Clearly understanding your own goals and objectives sounds easier than it really is. We work with you to determine the best route for your transition. We don’t get paid any differently regardless the route you select, which sets us apart from Brokers, Bankers, and the like.
value driver planning
The startup and small business marketplace is still a new and fierce frontier that requires strategic thinking, financial acumen, and experienced advisors. Our firm gives you an holistic approach, so your company can get the best competitive advantage, and protect and increase the value of your company moving forward.
Retirement planning is really Business Transition Planning for executives and individuals who don’t own the business. How much do you need in retirement to live comfortably? What roadblocks lay ahead and how can we help to detour ahead of the obstacle? How will you fill your days after your working days are behind you? What impact will this decision have on your spouse, children, etc. How do you prioritize various aspects of your decision? We are here to help identify what others before you have done well and not so well.
Use the form below to contact us regarding your Precision Whealth inquiry. Please be as detailed as possible. Include your date of birth, work life expectancy, general health, and major goals and objectives. . You may also email or call us to make an appointment.
For job opportunities, please email us your resume. We’re always looking for new and exceptional talent to lead the firm into uncharted fields of client service.