The Potomac Group of UBS

703-734-6580

CLOSED NOW - Closed

To provide affluent individuals with advice that they can trust, thereby helping them to achieve their financial goals. We believe that advice should encompass comprehensive investment and wealth management strategies, yet be tailored to the clients' long-term goals and aligned with their life values. We will strive to be your most valued provider of financial services and advice, to understand your financial needs and goals fully and to act as your personal Chief Financial Officer