Dupont Circle Group of Truist Investment Services, Inc.

1445 New York Ave., NW

4th Floor,

Washington, DC 20005

DupontCircleGroup@truist.com

202-265-5315

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Who we are

Mission Statement

Our mission is to help you create greater wealth and increase financial well-being—while making the entire financial planning process easier, clearer, and more efficient for you. We seek to simplify complexity so you can focus on what matters most, and our goal is to deliver service with fast, proactive responses every step of the way.

Who We Are

We are a team of financial advisors committed to helping you create, grow, and preserve wealth through a comprehensive and personalized approach. Our experience spans every critical area of financial planning.

Core Services:

Estate Strategy & Document Review: We collaborate with you and your legal professionals to design an estate plan that helps protect your legacy, minimizes taxes, and reflects your wishes. In partnership with your legal professionals, we review key documents—wills, trusts, and beneficiary designations—to see if they align with your overall financial strategy.
Retirement Income & Cash Flow Planning: Retirement is about security and well-being. We help you recreate income streams during retirement, balancing growth and stability so you can maintain your lifestyle. Our cash flow strategies are designed to manage longevity risk and market volatility with a goal of providing predictable income.
Tax Planning: Taxes can erode wealth if not managed strategically. We (in partnership with your tax advisor) identify opportunities to reduce tax liability through proactive planning—integrating investment decisions, retirement distributions, and estate strategies to help offset after-tax wealth.
Risk Management: Protecting what you’ve built is as important as growing it. We assess your exposure to market, longevity, health, and liability risks, and implement solutions such as insurance (through 3rd party vendors) and diversification strategies to help safeguard your financial future.

Our approach is holistic, collaborative, and tailored to your unique situation. We combine deep financial knowledge with a commitment to understanding your priorities—so every recommendation is designed to help you address your goals.

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Specialties

Financial planning

Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

Risk management

Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

Investment management

Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Estate planning

Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

Philanthropy

Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

Financial education

Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

Business management and planning

Top-notch service delivery and support for the private banking needs of business-owners

Investment planning

Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Samuel Solondz, CFP®, CIMA®, CPWA®, PPM

Financial Advisor

Senior Managing Director

Business Development Officer

Vice President

Timothy Mack

Registered Client Service Associate

Nevi Harrison

Client Service Associate

Robert Rowe

Registered Client Service Associate

Financial planning isn’t just about numbers—it’s about people. That’s why our process begins and ends with listening. We take the time to understand your goals, values, and concerns, because your financial plan should reflect what matters most to you.

Here’s how we work together:

Discovery Through Listening: We start by asking thoughtful questions and listening carefully—not just to what you say, but to what you feel. Your priorities, fears, and aspirations shape the foundation of your plan.
Behavioral Insights: Money decisions are emotional as well as logical. We incorporate principles of behavioral finance to help recognize biases, manage uncertainty, and make choices—even in volatile markets.
Comprehensive Analysis: Using advanced tools and market insights, we evaluate your current financial position and identify opportunities for growth, protection, and tax efficiency.
Personalized Strategy Development: We design a plan that aligns with your objectives, risk tolerance, and time horizon—while considering how you feel about risk and investment objectives. Every recommendation is tailored to your unique situation.
Implementation Made Simple: We handle the details so you don’t have to. From coordinating investments to estate and tax strategies (in coordination with your tax and legal professionals), we seek to make the process as easy and stress-free as possible.
Ongoing Guidance & Support: Life changes—and so do your feelings about money. We provide regular reviews and proactive adjustments to keep your plan aligned with your goals and comfort level.

The team was recognized by Forbes - Best in State Wealth Advisors for 2025* and Forbes - Top Next- Gen wealth advisors for 2024*

*Each team of advisors is chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including: in-person interviews, industry experience, compliance records, revenue produced and assets under management. The award was presented on January 2025 and is based on the aforementioned criteria through the calendar year preceding the award date.