Hands-on, Holistic Guidance
Our mission is to bridge the human and financial sides of your life.
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Motivated by your financial well being.
We work with a select number of clients so we may proactively facilitate your joy.
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Completing Your Financial Picture
Our six-step process contemplates both the quantitative and qualitative aspects of your life.
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The Washington Wealth Group measures investment success by your ability to achieve the most important objectives on your bucket list.
Family Summit
You’ve worked exceptionally hard to create a sizable legacy. Let us help you communicate the good news to loved ones who stand to inherit your wealth.
Next Generation Initiative
A passion project with a profound impact, the Next Generation Initiative offers pro-bono financial advice to the children of our clients and also those on the cusp of promising careers.
Our Mission
The Washington Wealth Group offers a hands-on experience to those who seek holistic financial guidance. Our skilled advisors, Chris Detmer and Aaron Brachman, share a passion for responsible stewardship which has inspired them to provide comprehensive planning for a very select group of clients. The white-glove services we’ve designed reflect this collective commitment to furthering both the financial and personal goals of our clients.
Why We Do It
The force which compels us to get out of bed in the morning and stay late into the evening is surprisingly simple: facilitate joy and financial well being.
Witnessing joy which results from our work continually inspires us to devote our time helping clients bridge their life and wealth. Because we are driven to assist in any way possible, we intentionally limit the number of households we serve, increasing our time and resources dedicated to you.
The team at Washington Wealth Group therefore strives to deliver high-touch, customized advice to help lead to unique source of joy – your “true wealth.” Knowing we’ve given you the understanding and self-sufficiency to move forward with confidence provides us ultimate satisfaction and strengthens our “why.”