Broker Check

The Team

Garo Linck Partoyan

Financial Advisor & Owner



My name is Gary Partoyan, and I am the Financial Advisor for clients of Potomac Wealth Strategies, LLC (PWS).  My job is to help clients invest, save, and plan for their financial goals.  I founded PWS in the fall of 2009 after working for eight years in similar capacities at Morgan Stanley and A.G. Edwards (which, during my time there, became Wachovia Securities and then ultimately Wells Fargo Advisors).

Oh, I am also the owner (the Managing Member of Potomac Wealth Strategies, LLC), the president of the firm, and the firm's Chief Compliance Officer.  I am in charge of it all, but I have great help from service providers like Charles Schwab & Company, Morningstar, and several compliance and other business consultants.  And the state regulators keep an eye on firms like mine, helping ensure we are running our businesses by the rules and in the best interests of our clients.

After earning my B.A. in International Relations from Boston University in 1991 (Go Terriers!), I worked for a decade in politics, technology, and telecom.  Then I embarked on my career of choice in 2001, becoming a financial advisor and building a book of business by becoming my clients' trusted financial guide.  As I learned more about the financial services industry, I wanted to be free to do the job the way I know is best for my clients, so I chose to become an independent financial advisor.  No more product- or compensation-driven conflicts (there weren't many then; there are none now), no more management directives on how much to grow the business or account-size minimums, and no more unexpected corporate changes.  Seriously, at one point I went through three different business cards for three different firms in two years while at the same desk.  Now I truly work for my clients, not for an employer.  My advice is objective, conflict-free, and reasonably priced.

If you are ready to plan, save, invest, and spend wisely, please contact me for a free consultation.

Thank you!

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 Advisor Services is the industry’s leading investment asset custodian and account administrator for clients of independent RIAs like PWS.

Schwab's job is to keep client assets accounted for, safe, and secure (asset values may fluctuate, though, and neither Schwab nor PWS can promise specific investment gain or loss results).  Schwab provides official records of transactions and holdings, and Schwab also provides PWS with the data needed for performance reporting, billing, and investment planning services for PWS clients.

Click here for more information about Schwab Advisor Services.