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Wealth Management Experience

Transparency Changes Everything

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The Wealth Management Experience

Five core experiences of wealth.

Five essentials to get right.

Investment   |   Tax   |   Legal   |   Planning   |   Family


Investment Experience

Customized, tax efficient portfolios to optimize cash flow and opportunities. True Fiduciary® standards in your best interest.

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Tax Experience

Proactive strategies to minimize tax exposure. Tax planning, projections and tax return preparation.

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Legal Experience

Simplifying complex estate planning. Comprehensive legal services, pre-sale tax savings and legacy planning.

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Planning Experience

Sophisticated financial planning made simple. Cash flow strategies, risk analysis and financial independence quantified.

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Family Experience

Restoring your luxury of time. Lifestyle planning, family counseling and education, travel and concierge.

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BARRON'S TOP ADVISOR VA 2018¹

$3.0B

ASSETS UNDER ADVISORY²

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BEST MULTI-FAMILY OFFICE 2018¹

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BEST PLACES TO WORK VA¹

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ENTREPRENEURS SELLING BUSINESSES³

Family Office Innovation

Fusion.  Fusing fee-only financial advisor and family office with innovative technology to service total financial well-being.

Simplicity. Delivering an exceptional experience that is high touch and high tech to help streamline lives.

Transparency. Providing clarity and transparency through True Fiduciary® standards that place clients' interests first.

Innovation. Fostering an entrepreneurial environment that drives innovation to promote a flourishing team culture.


Investment Experience

Custom portfolios and open source investment solutions.

  • Traditional assets
  • Digital assets
  • Alternative investments
  • Unique private investments
  • Real estate
  • Agricultural and aviation financing
  • Farm land
  • Bridge loans
  • Mezzanine debt
  • Venture capital

Awards and Recognition

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Please call us at 703-468-2700.


Disclosures: ¹Rankings and Awards here. ² AUA $3.8 billion as of 9/30/18. AUA = Assets under advisement refers to assets on which the firm provides advice or consultation but for which the firm either has discretionary authority or does not arrange or effectuate the transaction. ³ PagnatoKarp has provided pre-sale planning for more than 70 entrepreneurs who have successfully sold their businesses.