What We Do :: Jean Borno | Private Wealth CFOs | Investment Advisor Bethesda MD

We work with business owners, attorneys, physicians, and executives.

Successful wealth management follows the same principles that are used to build a successful business. Together we will:

Identify your mission & purpose – we get to know you and find out what’s important to you.
Evaluate and identify your goals and objectives
Set your risk tolerance and budget
Develop a written action plan
Execute the plan
Review the plan and monitor results regularly to stay on track

ESPECIALLY FOR BUSINESS OWNERS

WE CAN HELP YOU:

Consolidate your investment accounts, reduce your total investment management fees & achieve economies of scale
Properly diversify your portfolio
Implement an automatic wealth savings plan
Plan & manage for uneven cash flows, bonuses, and profits
Implement or update your estate plan
If a large portion of your wealth is concentrated, we can show you ways diversify your profits
Maximize your retirement savings (401K, Roth IRA, Profit Sharing, and Deferred Compensation)
Develop and evaluate an exit strategy for your business
Analyze exit strategies that provide the highest after-tax price for your business
Build a tax efficient portfolio

ESPECIALLY FOR ATTORNEYS, PHYSICIANS, DENTISTS, & HIGHLY COMPENSATED PROFESSIONALS

WE CAN HELP YOU:

Consolidate your investment accounts, reduce your total investment management fees & achieve economies of scale
Properly diversify your portfolio
Implement an automatic wealth savings plan
Plan & manage for uneven cash flows, bonuses, and profits
Implement or update your estate plan
Build a tax efficient portfolio

ESPECIALLY FOR EXECUTIVES:

WE CAN HELP YOU:

We offer a complimentary and confidential private briefing meeting.

Call to schedule an appointment (240) 395-4455