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.
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 $100,000 and is not suited to households with a net worth (excluding your primary residence) below this minimum.
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.
Financial Services, LLC
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 the National Active and Retired Federal Employees Association.
Investment advisory and financial planning services offered through WealthCrest Financial Services, LLC a Registered Investment Advisor. Securities products offered through Cambridge Investment Research, Inc., Member
WealthCrest Financial Services is NOT a subsidiary or control affiliate of Cambridge. Insurance products offered through an independent agent. This site is not an offer of services in states where WealthCrest is not licensed.