WASHINGTON, D.C. (CitizenWire) — Financial estate and planning expert, John J. Cortale, senior vice president of investments, Potomac Investments, has assembled a team of financial experts with more than 30 years of combined experience.
Cortale’s team knows what it takes to work with individual investors as well as large organizations to provide customized solutions backed by solid, research-driven investment strategies.
Cortale alone manages millions in assets for his clients. Assets include stocks, bonds and mutual funds.
Clients benefit from and are empowered through these comprehensive wealth management services. Cortale teaches clients how to maximize risk, reduce taxes and use their assets in the most efficient ways possible so they may meet the goals they have always wanted to achieve.
“Now more than ever, we find that the world of wealth management continues to evolve at a rapid pace,” explains Cortale. “Clients are faced with more and more challenges accompanied by information overload. These additional stressors require that our experienced and educated team provide personalized advice and quality service at a very high level.”
Cortale adds that, “Successful wealth management requires a close working relationship with an advisor. And the interests of that advisor should be squarely aligned with those of the client.”
For more information contact:
John J. Cortale, of Potomac Investments Inc., 202-861-1299, or send an e-mail to: email@example.com .