WealthCrest is a financial services firm providing advice and counseling on financial planning, investment management, life and health insurance, disability insurance, Long Term Care (LTC), retirement planning, Survivor Benefit Plans (SBP) and 401k or Thrift Saving Plan (TSP). As a part of your financial plan, WealthCrest can also offer insight into the areas of home and auto insurance and estate considerations.
Our Business
WealthCrest is located in Northern Virginia and predominately serves Federal and Military Employees, both active and retired, as well as those who contract with the federal government. We provide advice and guidance on a wide variety of products and services that are tailored to fit the needs of each individual client. WealthCrest is an independent firm and does not market one company's products. Our business model is designed to support clients with minimum invested assets greater than $200,000 and is not suited to households with a net worth (excluding your primary residence) below this minimum.
Mission/Beliefs
Our mission is to partner with our clients in the development of tailored financial solutions in order to create financial freedom and peace of mind.
We believe this is best accomplished with a clear plan, sound investment and risk management decisions, and frequent monitoring to ensure the actions implemented meet the intended outcomes.
Finally, we feel that professionalism and competency are essential. We maintain this with a dedicated training and continuing education program for our advisors, and through alliances with professional organizations such as the Certified Financial Planner Board, the Financial Planning Association, and our local Chamber of Commerce.
Services
WealthCrest and its associates are a team of experienced, dedicated, and responsive professionals who work to provide a wide array of services that are customed tailored to your specific needs and goals. As an independent firm we have the ability to offer you a wide range of competitive products for your particular needs. Our services are centered around three major areas; planning, investments and insurance.
Investments
We provide a wide range of investment options dependent on client needs and means. Among the more common investment options we provide are:
- Mutual Funds
- 529 Plans
- Stocks -Exchange Traded Funds
- Bonds
- Closed End Funds
- REITS
- Options
- Small Company 401(k) Plans
Insurance
Appropriate insurance coverage is a vital part of a sound plan. Too many families are either under or over-insured. WealthCrest can help you determine the right amount of affordable insurance that fits your individual needs or family situation. As an independent firm, we offer a variety of products from multiple carriers for the following areas:
- Disability (Short and Long Term)
- Health Insurance
- Life Insurance (Term and Permanent)
- Long Term Care
- Small Company Group Plans
Planning
At WealthCrest, we believe that a financial plan is like a roadmap to your financial goals. To navigate from here to there you need directions. A financial plan helps chart that path and provides the ability to make course corrections along the way. Financial planning is a process of data gathering, goal setting, analysis by competent professionals, delivery of that plan, implementation, and monitoring its effectiveness. Depending on your need, our plan will likely include an analysis of your cash flow, asset management, insurance needs (home, life and auto), college funding, tax and estate considerations, disability and long term care.