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The Georgetown Capital Difference

With all of our experience in the financial advisor field, we know many of the questions that you may ask in the next 10 to 20 years. Many of these questions you probably haven't even considered.

Why Should I Do Business With You?

With all of our experience in the financial advisor field, we know many of the questions that you may ask in the next 10 to 20 years. Many of these questions you probably haven’t even considered. You may be concerned about the different tax law changes that occur at age 55, 62, 65 and 70 ½ ; if you should buy nursing home insurance, put your house in your children’s name, or question how to gift money to your children. Because we take a personal interest in your future, we will have years to anticipate these questions and offer a totally custom answer to the issues you will want to address. We will even work with your CPA for tax planning and your attorney for estate planning.

Our Solutions are Different:

  1. Anticipate Lifecycle changes that you may go through in the next 10 to 20 years
  2. Strong Investment Disciplines and Dynamic Investment Ideas (investing in a changing world, financial and tax)
  3. Holistic and comprehensive planning that encompasses your financial and non-financial needs
  4. We offer Multi-level solutions with tax consideration
  5. We have Expert resources

Why are Our Solutions Different?

We feel our solutions are different because we are not just recommending an investment that looks good today, it has to fit your personality and investment profile. Our solutions are comprehensive and recognize your objectives, background and risk tolerance. We take into consideration your past experience, as well as economic and tax ramifications, in addition to estate and legacy planning.