We take pride in developing long-lasting, meaningful client relationships. Our personal service and close working relationships serve as the cornerstone of our practice.
We recognize that financial planning is a long-term process that requires us to get to know you.
As a Financial Advisor for Washington Wealth Advisors, Jane provides state-of-the-art financial planning services to WWA’s Annual Financial...
As an Associate Financial Advisor, Ann ensures our clients receive timely and personal service at all stages of their financial lifecycle. She...
Alexandra (Alex) Devereaux joined Washington Wealth Advisors as a Client Relationship Coordinator, supporting Maura’s clients. In her role,...
Ryan Muscatella joins Washington Wealth Advisors as a Client Service and Financial Planning Associate supporting Todd’s clients. He plays a...
As Director of Client Engagement for Washington Wealth Advisors, Suzanne collaborates with managing partners to develop a wide range of client...
By Maura Schauss, CFP® and Todd Youngdahl, CFP®
Summer is here and we are about to launch into the second half of 2019! No matter what the first part of the year held for you personally, the economy’s shaky start definitely improved as time went on. Let’s take a big-picture look at our economy as we reach the midyear mark of 2019.
Our team at Washington Wealth Advisors is delighted to welcome Jhonny Soto to the team as our summer intern. Jhonny is currently studying finance at Virginia Tech and excited to work with us on some internal projects to support our delivery of excellent client service. We thought you’d like to learn a little more about Jhonny and his goals after graduation. We hope you enjoy this Q and A and wish Jhonny the very best in pursuing his goals. He has a very bright future!
By Todd Youngdahl, CFP®
Congratulations! Your baby is graduating from high school and stepping into adulthood. For your family, that may mean off to college!
You have been saving into your 529 Plan for years in preparation for this life chapter, and the time has finally come. So, how do you actually use the 529 Plan that you have so diligently grown? Let's take a look.
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