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Washington Equity, LLC is an independent private wealth management firm that focuses on building, enhancing and preserving wealth through custom-designed solutions tailored to our client's particular business and family situation.
As an independent financial planning firm, we offer our clients an objective approach to solving investment and financial planning needs, and providing for financial security. A full-service firm based in the Washington, DC metro area, we can coordinate and implement all of your financial needs from tactical/hedged investments, disability and long-term care insurance, defined benefit plans, and income retirement solutions.