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(703) 746-8195

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 accountable to just you and the regulators.
  • Mutuality means you pay less and your financial advisor earns more for advice 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 USA.  Smaller clients are taken care of just as well as PWS' multi-million dollar clients.  That is PWS' obligation per the fiduciary capacity in which it serves each client, but it is also a great way to do business and the right way to treat people.

In an industry where so many firms are named "XYZ Wealth Management" or similar, Potomac Wealth Strategies' name has special meaning.  Whether or not you already have a sizeable portfolio to manage, you need a strategy and help implementing it, and PWS is here to help.

Potomac Wealth Strategies' owner and family members use the same products and 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, dealer, or 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 deliberately and proactively avoids business arrangements that could interfere with its objectivity.