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For Attorneys & Doctors

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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

Who We Are

Private Wealth CFOs LLC is a unique wealth management firm based in Bethesda, Maryland. We are an independent, fee-only, registered investment advisor serving executives, entrepreneurs, highly compensated professionals, and retirement plan sponsors.  More

How We Define "Wealth"

For our clients, ‘wealth’ is about more than money.  It is your ability to do what you want, when you want and how you want.  Our responsibility is to help you get there. 

What We Do

We listen, rather than talk.  We gain a thorough understanding of your future needs, concerns, opportunities and goals that have a financial implication.  We then use our experience and our team to design a unique investment or financial planning strategy that reflects your personal situation. More

Why We Are Unique

Everything that we do is in alignment with the best interests of our clients, including the fee-only approach to how we charge for our services.  We define ‘what we do’ in terms of meeting our client’s needs.  We define ‘how we do this’ in terms of leading-edge investment and financial planning strategies.  We are your key trusted advisor. More