Broker Check

The Firm

Potomac Wealth Strategies, LLC (PWS) was established with three guiding principles:  Freedom, Accountability, and Mutuality.

  • Freedom means your financial advisor is 100% free to recommend the strategies and products that are best for you.
  • Accountability means your financial advisor is the owner of the firm and totally accountable to you and to the regulators.
  • Mutuality means you pay less and your financial advisor earns more for products and services that are as good or better than those offered by big firms.

PWS is based in Alexandria, Virginia, and serves clients around the country.  Smaller clients are taken care of just as well as PWS' multi-million dollar clients.  It is simply the right way to treat people, and PWS believes that is also good for business.

In an industry where so many firms are named "XYZ Wealth Management" or "ABC Financial Advisors", Potomac Wealth Strategies' name has special meaning.  Whether you already have wealth to manage or need advice on how to build the wealth you need, PWS you craft and implement the right strategy to meet your goals. 

Potomac Wealth Strategies does for clients as it does for PWS' family's own money.  PWS family members even pay the same fees as PWS clients.  If it is good for clients, it is good for PWS.

Potomac Wealth Strategies, LLC is an independent Registered Investment Advisor and does not serve as a broker or a custodian.  PWS is compensated with fees for investment and financial advice, paid directly to PWS by its clients.  PWS is not paid transactional commissions or by any companies whose products PWS sells.  PWS firmly believes doing what is best for each client is best for PWS, and PWS deliberately avoids business arrangements that could interfere with its objectivity.