Professional Associations and Memberships

     

   

 
 

Services

Burt Wealth Advisors offers a comprehensive range of wealth management services throughout the Baltimore-Washington area, aimed at simplifying our clients’ financial lives and providing peace of mind.   From prudent and sophisticated financial, estate, and tax planning to investment portfolio construction and management, we specialize in being a single source of advice for all financial concerns. 

Custom Wealth Management Plans include:

  • Financial Planning for:
    • Retirement
    • Tax  Reduction
    • Business Planning
    • Education Funding
  • Estate Planning
    • Distribution
    • Minimize Expenses
    • Estate Tax Planning
  • Wealth Management
    • Investment Strategies for Complex Situations
    • Estate, Tax, and Business-Owner Strategies
    • Inter-generational Wealth Transfer
  • Tax Planning
    • Monitor Tax Changes and Rulings
    • Work Closely with Clients Accountants
  • Charitable Planning
    • Gifting Strategies During Lifetime and via Estate
  • Investment Strategies for Women
    • Longer Lifespan
    • Wage Disparity
    • Fewer Working Years

 

Investments

Financial and investment planning is a process at Burt Wealth Advisors.  We take a disciplined approach that begins with a thorough discovery and planning process:

  • Creating a personal financial inventory
  • Creating a personal financial roadmap
    • Integrating all assets
    • Application of risk management and tax strategies

We work with our clients on an ongoing basis to maintain a clear understanding of his or her wealth goals and tolerance for risk. Beyond risk and return considerations, planning discussions focus on income needs, anticipated expenses, and projections for financial success at certain lifecycle milestones. These factors help our wealth advisors to best define a customized asset allocation strategy.

 

Portfolio Construction

Our investment style is generally rooted in capital preservation and risk mitigation, and the investment committee makes portfolio selections based upon extensive market analysis, research, and due diligence that include:

  • In-house and external research and analysis
  • Modern Portfolio Theory
  • Modeling with sophisticated simulation software, including Monte Carlo simulations

Investment portfolios generally include a diverse blend of the following:

  • Cash & Cash Equivalents
  • U.S. Treasuries
  • Inflation Protected Bonds
  • Corporate Bonds
  • Agency & Mortgage Backed Securities
  • Municipal Bonds
  • Domestic & International Equities
  • Alternative Investments

 

Portfolio Management

Clients have a dedicated wealth advisor available to them at any time to answer questions.   Our investment professionals constantly track and evaluate the performance of client portfolios against established investment goals and the modeled performance projections. 

The portfolio is rebalanced and investments are realigned as needed to maintain the target weightings and allocations, and maintain the appropriate risk profile over time.

At Burt Wealth Advisors, we build our clients’ portfolios from the ground up based on their goals, personal needs, and established personal investment plan.   We appreciate our clients’ need for cost containment, and controlling investment expenses is critical.  We focus on keeping fees low by utilizing low-expense vehicles to limit investment expenses, allowing our clients to capture greater returns.

Contact Us

Call Us: 301-770-9880

Email: info@burtwealth.com

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

 

 

 

 

Get your free report!
  • Assessing US Stock Performance Amid More Positive Economic News

Start Your Risk Questionnaire