Why Weaker GDP Is Being Greeted With A Yawn

The nation's economy grew just 0.7% last quarter, the slowest rate in three years and less than what was expected, but it was greeted with a collective yawn by investors. Why?

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Seven Smart Money Moves You Should Make In 2017

Do you remember those New Year's resolutions you made to save more money and spend less? For many of us, those good intentions got shifted to the back burner when reality set in and bills starting piling up. But it's not too late to reexamine your financial affairs and turn

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When To Disclaim An Inherited IRA

Should you ever pass up a chance to get more money? It depends. Suppose you're in line to inherit IRA assets. When it makes sense, you might use a "qualified disclaimer" so that the assets bypass you on the way to someone else.

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Trust As IRA Beneficiary: Not Crazy

You may have heard that you can't name a trust as a beneficiary of your IRA-but in fact that is a perfectly legal option for IRA owners. But whether you should do it is a completely different story and requires further analysis.

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Avoid These 6 Mistakes In Stretch IRA Planning

As talk of the possibility of tax reform continues in Washington, there's an increased focus on the rules for "stretch IRAs." This retirement planning technique, which enables you to preserve assets in an inherited IRA for an extended period, could be could be targeted in a larger tax reform package.

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Intelligent Advice and Great Service

Welcome to Burt Wealth Advisors.   We are an independent, boutique wealth management firm based in Rockville, MD.  We have been serving the greater Baltimore-Washington Metro area for over 25 years, including Montgomery County and Fairfax, Arlington and Howard counties.

The cornerstone of our service includes prudent and professional investment management and a majority of our clients came to us exclusively for this service. However, we also offer quality financial planning and our most successful client relationships take advantage of both services.  At Burt Wealth Advisors, we help clients create an investment plan and financial plan flexible enough to meet unexpected challenges - yet disciplined enough to maintain their long-term vision for the future.

We employ a conservative, balanced, and disciplined approach to investing that aims to help you meet your goals while minimizing your risk. We believe that the best way to achieve this outcome is to make sure that your portfolio reflects the right mix of asset classes as well as the optimal selection of individual securities. Four main tenets underpin our investment approach: personalized service, disciplined portfolio construction, rigorous oversight, and detailed reporting.

A financial plan can cover a wide range of goals: a child’s education, a secure, comfortable retirement, and the ability to take advantage of opportunities when they arise.  Or, the financial plan can cover a single specific goal; caring for a parent or a child with special needs, or managing investments in private businesses alongside a portfolio of securities.

The key is a plan that is a living document which everyone understands and commits to making come true. That’s where we come in.  We share a mutual commitment to keep the plan updated and our clients informed about changes and their options.  Clients can always expect us to:

  • Treat them with respect, honesty, and integrity
  • Work as a financial coach and quarterback
  • Put their interests first – Always.
  • Educate them to ensure comfort with each of our recommendations

Not everyone needs a comprehensive financial plan; many people we work with prefer to get advice on a single financial issue initially and then later explore a comprehensive financial plan. We devise such “focused financial plans” when appropriate, always reminding clients that the only way to realistically expect to retire comfortably, support your children’s educational needs, or achieve your other financial goals is with a comprehensive process for managing financial affairs.

While a financial plan in and of itself does not assure you will achieve all of your goals, it does allow you to gauge whether you’re on track and what steps you need to take.

Burt Wealth Advisors is a fee-only, Registered Investment Advisor.  Our fiduciary responsibility ensures that clients come first and there will never be a conflict of interest when we make a recommendation.  Our team of lead advisors each have from 15 to over 25 years of experience helping clients.  To see how we can help you improve your financial outlook, please contact us to set up a no-obligation consultation.

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  • Assessing US Stock Performance Amid More Positive Economic News

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Call Us: 301-770-9880

Email: info@burtwealth.com

Burt Wealth Advisors
6010 Executive Blvd., Suite 900
Rockville, Maryland 20852 -

 

 

 

 

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