We offer a range of personalized and consultative financial services. We keep your unique needs and circumstances in mind at all times, making sure that all plans and investments are specifically tailored for you. Our team knows that life is always shifting, so we keep an open line of communication at all times.
Specific services we offer include:
- Financial planning
- Estate planning and trust services
- Asset management and protection
- Cash flow analysis, debt, and taxes
- Philanthropic planning
- Will and trust planning
- Retirement planning
When Things Are Shifting, We Strive to Bring Stability
We are uniquely equipped to deal with the life experiences and transitions many women are facing today from the mundane to the rare, and from the exciting to the tragic. Retirement planning, estate planning, divorce, relocation, caring for aging parents, and more—we’d love to help with whatever’s on the horizon.
Wealth and Wellness
We seek to embrace the connection between wealth and wellness. We want to help you manage your finances in a way that allows you to live your life the way you want too. With that in mind, it’s easy to see how important wellness fits into the equation. Wellness is crucial to living your optimal life.
In fact, we are so passionate about wellness, one of our team members is spearheading an office-wide wellness program.
Why Choose XML-W?
The answer is easy: our team. We know how to help, because, in most cases, we’ve lived through it too. Our team has the professional qualifications to serve you well and the individual and collective personal experience to understand your situation.
Don’t hesitate to contact us today to find out more about our services or to speak to one of our team members. We are here for you! We are based in the Washington DC, Maryland, and Virginia area.
“The most amazing lesson I learned in my own CPA practice was how fearful the vast majority of my clients seemed to be about money management. That realization is what piqued my interest in becoming a financial advisor. It has been so satisfying to be able to counsel my clients, help them overcome their fears and put their minds at ease about their financial security that this has become the sole focus of my current professional practice.” – Judith Tipkin, CPA (read full bio here)
“I strive to give back by helping individuals, families, and entrepreneurs gain financial security and the independence that it affords by bringing my global perspective to the table with an empathetic ear and treating people with respect.” – Noorajan Enayat (read full bio here)