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Our 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 custom tailored to your specific needs and goals. Located in Northern Virginia, WealthCrest has clients across the country. We have a diverse client base from many job sectors, but we predominately serve Federal and Military personnel and their families, 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. As an independent firm, we have the ability to offer you a wide range of competitive products from a broad spectrum of investment options, not just one company’s offerings like so many others do. Our services are centered around three major areas; investments, planning and insurance.


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
  • Bonds
  • 529 Plans
  • Closed End Funds
  • Stocks
  • Exchange Traded Funds
  • Options
  • Private Placements (for high net worth investors)
  • Hedge Fund alternatives (for high net worth investors)

We focus on low costs, high performing alternatives that are specifically selected for each client.


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.


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.  WealthCrest is an independent financial firm, not an insurance based firm. Philosophically we view insurance as insurance and not an investment. If you need an investment buy an investment and if you need insurance buy insurance. If you have been sold an annuity and don’t understand it, give us a chance to explain it. We offer a variety of products from multiple carriers primarily for the following needs:

  • Life Insurance
  • Disability
  • Long Term Care
  • Guaranteed Income