Reflections on Washington Wealth Advisors 10th Anniversary Year with Heartfelt Gratitude
The Team at Washington Wealth Advisors
What a 10th Anniversary Year 2021 has been for us at Washington Wealth Advisors. We are humbled and honored to be a trusted partner with each of our client families, colleagues in the greater financial industry and charitable organizations serving the underserved in our neighborhoods.
As our 10th anniversary year comes to a close, we wanted to take a moment to share our heartfelt gratitude with all of you for the opportunity to give back, your recognitions, your feedback, your referrals and mostly for your trust in us. We are grateful.
Recognitions by Communities and Peers
We created Washington Wealth Advisors in order to provide independent financial advice to our clients guided by their best interests. In doing this work, we have again had the honor to be recognized by our peers and communities in which we live and work. Our CFP® team of Maura Schauss, Todd Youngdahl and Ann Blakey all appreciate both the recognition by Washingtonian, Arlington Magazine and Northern Virginia Magazine as well as the referrals generated from building our long-term client relationships.
Thank you. Thank you. Thank you. And cheers to all of you and the next 10 years at Washington Wealth Advisors.
Giving Back Opportunities in Our Community
One of the core values of our firm is giving back to the communities in which we live and work. We put that value into action when our team met at Ronald McDonald House of Northern Virginia to “Feed the House” by preparing family-style Baked Mac and Cheese dish and Creamy Tortellini and Sausage Soup for families caring for their children undergoing treatment at the hospital.
We hosted our hybrid food during the 5th Annual October Food Drive for Arlington Food Assistance Center and Loudoun Hunger Relief. Based on your contributions, we were thrilled to max out our matching gift to these invaluable charities doing good work for our communities.
Our team met at Arlington Food Assistance Center to work in the warehouse creating family-size portions of oatmeal and black-eyed peas for AFAC’s guests. We always look forward and value this opportunity to be together as a team contributing to our community.
On Giving Tuesday this year, we continued the tradition of making donations on behalf of our clients to several charitable organizations in lieu of sending holiday cards. This year, we made contributions to St. Jude Children's Research Hospital, Wounded Warrior Project, Alzheimer's Association, International Lyme and Associated Diseases Society, and Special Olympics - Washington DC. We are so appreciative of your positive feedback of this WWA tradition.
Our Commitment to You
For the next 10 years of Washington Wealth Advisors, we affirm our commitment to you and your financial peace of mind – our clients are at the forefront of all we do. Wishing you and yours peace, good health and prosperity in the coming year.
Our best to you, always,
The Team at Washington Wealth Advisors
ABOUT WASHINGTON WEALTH ADVISORS
Washington Wealth Advisors is a fee-only registered investment advisory firm serving busy families, executives, women building wealth, and small business owners. We provide Wealth Advisory Services—financial planning coupled with asset management—guided by a personalized investment strategy based on each client’s unique goals. Our unbiased advice, independent approach, and proactive investment management help to support our clients’ overall financial peace of mind.
Important WASHINGTON WEALTH ADVISORS DISCLOSURES Information
Please Note: Limitations: Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Washington Wealth Advisors is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see link as to participation data/criteria, to the extent applicable). Unless expressly indicated to the contrary, Washington Wealth did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Washington Wealth Advisors by any of its clients. ANY QUESTIONS: Washington Wealth Advisors’ Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.