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What You Can Expect

Empowering Wealth, Simplifying Life, Creating More Impact

"My mission in life is not merely to survive, but to thrive; and to do so with some passion, some compassion, some humor, and some style.  

- Maya Angelou

Engaging with Investably

A human and client-centered financial experience

I adhere to a fiduciary standard of care to act in your best interest 

I serve you as your expert trusted advisory by orchestrating the different components of your financial life to best align with your values, goals, and purpose for you, your non-profit, or your business. 

I help to empower you, simplify your life, and create meaningful impact for you and your family, your non-profit or business, and generations to come.

In working with Investably, we bring you:

Emerging Wealth Program Benefits Bethesda, MD Investably LLC

Deep Bench of Expertise

With my 16+ years of experience and my established industry relationships, I bring a team of specialists working on your behalf to provide you an in-house client experience. Team of specialists include: 

  • Tax Planning strategies from industry-leading experts to help with complex matters, wealthy or high-income households, or liquidity events 
  • Estate & Wealth Transfer Planning to help with creating desired legacy and impact during and after life
  • Business Valuation & Succession Planning with a 21-month program to grow your business valuation
  • Industry- leading investment teams from Buckingham, SEI, Goldman Sachs, J.P. Morgan, Altruist, Blackrock, Vanguard, State Street, Hartford, and more
  • Access to ‘invite-only’ cash management solutions that provide yields above 4% with FDIC coverage up to $25 million
  • Charitable planning team to help in case design for tax-efficient giving strategies
  • Insurance and annuity experts in helping us create case design for using insurance as an asset for creating greater wealth for future generations

Award-Winning Technology

    I have a best-of-breed approach and make meaningful investments into adopting award-winning technology that either helps us provide you a better client experience or helps us better serve you. Award-winning technology includes:
  • Pontera |Helps you have your 401K, 403b, and 529 integrated into your holistic wealth strategy
  • Wealth.com |Get complimentary select estate planning documents and ongoing monitoring, powered by Wealth.com robust engine (Estimated savings of $5K-$10K in attorney fees)
  • Pocketnest |A Google-accelerated financial wellness to help you jumpstart your young adult children’s engagement and wellness, your business and non-profit employees, and provide value to your member organizations  
  • Stratifi | Robust risk management tools that help you understand risk vs return levels, sequence of risk factors for retirees, and more
  • Holistiplan | Robust technology to support our ongoing tax planning endeavors and mapping out projected tax savings and opportunities 

High-Touch Service

    No more chasing your advisors! 
    With Investably, we form close client relationships and focus on providing a high-touch client experience for our wealth advisory clients via meetings, check-ins, educational information.
  • Weekly, Monthly Quarterly Market Insights
  • Quarterly Meetings
  • Ad-hoc as needed Meetings
  • Educational Webinars
  • Regular Check-ins
  • Personal Wealth Dashboard
Taking care of those who need you most requires you taking care of yourself first. Taking care of those who need you most requires you taking care on your self first. Bethesda, MD Investably LLC

Design | Build | Protect
An Evidence-Driven Approach to Wealth Management