Broker Check

Products & Services

At Washington Asset Management, we provide assistance in the following areas:

Investments

  • Stocks
  • Corporate Bonds
  • Treasuries
  • Municipal Bonds
  • Government Securities
  • Mutual Funds
  • ETFs
  • Unit Investment Trusts
  • Variable Annuities
  • Managed Accounts

Financial Planning

  • Accumulation
  • Asset Allocation
  • Cash Flow Analysis
  • Retirement Planning
  • Education Planning
  • Estate Planning
  • Survivor Needs & Legacy Planning

Insurance

  • Term Life
  • Whole Life
  • Variable Life
  • Universal Life
  • Disability Insurance
  • Long Term Care Insurance
  • Annuities

Accounts

  • Individual
  • Joint
  • Small Business
  • Corporate
  • Trusts
  • Custodian
  • LLC, LP, and Partnership
  • Non-Profit Organization
  • Investment Club
  • Estate
  • Transfer on Death
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Education IRA
  • 529 Plan
  • 401k Plan
  • Keogh
  • Pension, Profit Sharing & Money Purchase
  • 403b Plan
  • Advisor (Managed)
  • Resource II (Managed)
  • Total Strategy (Managed)
  • UMAS (Managed)