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Locations

Navigating Global Markets, Embracing Local Needs

Connecting You Globally with Localized Financial Expertise.

McLean, VA

Alexandria, VA

Fairfax, VA

Reston, VA

Miami, FL

Maui, HI

Our team

Christopher M. Passarelli
Founder, Portfolio Manager and CEO
Dawn Michelle
Chief of Staff
Brad Holman
Senior Financial Advisor
Ketaki Kulkarni
Financial Advisor
Anthony B. Fullerton
Financial Advisor
William Banks
Wealth Management Consultant
Brian Wendroff, CPA
Tax and Accounting Planner | CPA
Bobby Feisse, Esq.
Estate and Trust Planner | Attorney
Eric P. Whittleton
Board Advisor

Market Insights

Comprehensive market insights keep you informed. Our experts analyze financial trends and how they affect your investments and financial strategy. We give you a deep understanding of market dynamics to help you make smart decisions.

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Insights

Election Betting Odds and Investment Focus as November 5 Approaches

Christopher M. Passarelli
October 29, 2024
News

Enhanced RMD Center Experience for Advised Accounts on Schwab Alliance

Christopher M. Passarelli
September 24, 2024
Insights

How Tax Proposals and the Election Impact Investors

Christopher M. Passarelli
September 10, 2024