image of Timothy Stocker

Timothy P. Stocker

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

301-309-2640
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image of Kathryn Deitemyer

Kathryn Deitemyer

Senior Registered Client Associate

301-309-2624
image of Drew Alvey

Drew Alvey

Registered Client Associate

301-309-2627

Approach to wealth management

Our approach integrates your objectives into a personalized plan that can be updated as life changes occur. We combine sophisticated investment planning tools with professional resources to help match your objectives with customized solutions. Our process includes:

  • Understanding your financial objectives — We begin by listening to understand you and your financial objectives.
  • Gathering your current financial information — Together, we gather specific information on your financial picture.
  • Developing smart, time-tested strategies — Next, we analyze your financial and personal information to match your objectives with sound strategies.
  • Implementing thoughtful and creative solutions — We develop customized solutions tailored to your objectives, drawing from a wide selection of world-class products and services.
  • Providing timely, ongoing service — We regularly review your situation to help ensure your financial objectives are being met.