Updated:
Potomac Wealth Strategies
POTOMAC WEALTH STRATEGIES, LLC is a state-registered investment adviser in ALEXANDRIA, VA. The firm manages approximately $45 million in regulatory assets.
Overview
POTOMAC WEALTH STRATEGIES, LLC is a state-registered investment adviser in ALEXANDRIA, VA. The firm manages approximately $45 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Corporate office
United States
Sector focus
Frequently asked questions
What services does Potomac Wealth Strategies provide?
Potomac Wealth Strategies provides comprehensive wealth management, financial planning, estate planning, tax optimization, and investment management services tailored to high-net-worth individuals and families.
Is Potomac Wealth Strategies a fiduciary?
As a registered investment advisor (RIA), Potomac Wealth Strategies operates under a fiduciary standard, meaning it is legally required to act in its clients' best interests when providing investment advice.
What investment strategies does Potomac Wealth Strategies use?
Potomac Wealth Strategies uses a goal-based asset allocation approach across equities, fixed income, and alternative investments. It focuses on risk management and tax-efficient portfolio construction.
Who can work with Potomac Wealth Strategies?
Potomac Wealth Strategies primarily serves affluent individuals, families, and possibly institutions, with a focus on those needing multi-generational financial planning and estate strategies.
Where is Potomac Wealth Strategies headquartered?
Potomac Wealth Strategies is headquartered in the United States, with its specific city location not publicly listed in available sources.
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