About PWS

A personal, independent practice built around trusted relationships

Potomac Wealth Strategies is a boutique investment advisory practice built around a simple idea: clients deserve thoughtful, objective financial advice delivered through a personal and accountable relationship. The practice is small by design. This allows its 50-75 clients to work directly with their advisor, Gary Partoyan, who knows each client well, while benefiting from the support and infrastructure of well-established financial partners.

Gary Partoyan

Financial Advisor & Owner

703-746-8195

855-347-9483

Garo.Partoyan@PotomacWealthStrategies.com

Gary Partoyan is the founder and owner of Potomac Wealth Strategies and primary financial advisor. Gary works closely with individuals and families to help them invest, save, and plan thoughtfully for their financial goals. He brings...

Schwab Advisor Services

Custodian of Client Assets

(800) 515-2157

Charles Schwab & Company's Advisor Services division is the custodian for most of the financial assets advised on by PWS. Schwab's job is to keep client assets safe and secure (asset values may fluctuate, and neither Schwab nor PWS can...

RightCapital Financial Planning

Financial planning platform

RightCapital is Potomac Wealth Strategies' primary financial planning partner.

Black Diamond

Performance and Billing Platform
Black Diamond is Potomac Wealth Strategies’ business management platform. For clients, that mean easy-to-access and clear information about accounts, performance, and billing.