Dupont Circle Group of Truist Investment Services, Inc. Dupont Circle Group of Truist Investment Services, Inc.

Dupont Circle Group of Truist Investment Services, Inc.

1445 New York Ave., NW

4th Floor,

Washington, DC 20005

DupontCircleGroup@truist.com

Phone 202-265-5315

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Who we are

Mission Statement
Our mission is to help you create greater wealth with the potential for less risk and lower taxes—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 exceptional 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, seeking to ensure your strategy is as complete as your goals.
Our Core Services Include:
• Estate Strategy & Document Review
• Retirement Income & Cash Flow Planning
• Tax Planning
• Risk Management

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 achieve your goals.

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.
Check the background of this investment professional on FINRA's BrokerCheck

Specialties

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

  • 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.

  • 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

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

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

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

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

  • 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

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:
1. 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.
2. Behavioral Insights
Money decisions are emotional as well as logical. We incorporate principles of behavioral finance to help you recognize biases, manage uncertainty, and make choices—even in volatile markets.
3. Comprehensive Analysis
Using advanced tools and market insights, we evaluate your current financial position and identify opportunities for growth, protection, and tax efficiency.
4. 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 security. Every recommendation is tailored to your unique situation.
5. Implementation Made Simple
We handle the details so you don’t have to. From coordinating investments to estate and tax strategies, we seek to make the process as easy and stress-free as possible.
6. 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.

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