Potomac Wealth Strategies, LLC (PWS) is an independent Registered Investment Advisor (RIA) firm based in Virginia and serving clients across the USA. PWS provides investment and financial advice to individuals, families, small businesses, and non-profit organizations.
The mission of Potomac Wealth Strategies is to help clients accumulate and manage the wealth and financial resources needed to achieve their goals.
PWS is paid by its clients only, receiving no compensation from brokerage firms or product vendors or referral partners. PWS' advisory fee varies depending on client needs and investible assets under management (AUM), and the fees are competitive and affordable.
PWS does great work for high-net worth clients who already have the nest egg of their dreams, and also for those who are still working on it. PWS is the trusted guide for clients on How Much To Save, Which Accounts to Use, How to Invest, and Preparing for Emergencies.
PWS has no minimum account balance requirement. If you are willing and able to save and invest, and to work diligently with an experienced financial advisor seeking to help you with your overall financial situation, PWS will be glad to work for you.
As an RIA, PWS has a fiduciary obligation to put the best interests of its clients first and ongoing, not just when there is a transaction. PWS never holds assets for its clients but, rather, is assigned by each client to the client's personal accounts (usually at Charles Schwab & Company's institutional client division).
For more information, please explore the PWS web site, send an e-mail, or call Gary Partoyan at (703) 746-8195. Thank you.