Call us today at 202.296.3306, or submit your RFP here.

Wealth Management Washington DC

Investors, entrepreneurs and association executives all find McQuadeBrennan’s wealth management Washington DC services to be exceptionally effective and timely. Our audit services, tax planning and compliance, and wealth management services, can make a difference for you and your organization. We have special expertise in private equity, mortgage banking, real estate, non-profits and wealth management.  McQuadeBrennan is a leading wealth management Washington DC firm.

As our clients requested services that go beyond Washington DC wealth management, we created our firm’s investment advisory arm, Columbia Financial Advisors, L.L.P.–providing our clients with a rare benefit: seamless investment management and portfolio services. This hybrid structure offers a range of financial expertise and counsel that surpasses that of a traditional accounting firm.

Creative. Innovative. Imaginative. You’ll find McQuade Brennan is uniquely built to provide customized solutions that exceed your expectations.  McQuadeBrennan LLP provides accounting, wealth management and business advisory services to investors, entrepreneurs and associations in the Washington, DC region and around the world.

 

Going Beyond Wealth Management Washington DC

McQuade Brennan has special expertise in five key areas beyond Wealth Management Washington DC. Our professionals are specialists in thinking long-term and looking at the big picture of your finances. We work together with our clients to get things done. Better and faster.

 

What our Clients Say:

“We’ve outsourced our accounting to them, and they’ve done a terrific job for us. They’re familiar with what we do. When we talk to them about what we’re doing, they get it quickly. It’s worked out well for us.” – Bruce Baschuk, President, J Street Development

“Brian does my personal taxes and has been with me through four different companies over the last 20 years. He’s very professional, and he gets the job done.” – Gene Merrill, President, Atlantic Coast Mortgage

“Until we started with them, I have never been able to sleep well knowing that our financial work is being covered well. I give them four stars out of four.” – David Strauss, Executive Director, Association of Farmworker Opportunity Programs

“Brian and his team have been doing all of our audits and giving us investment advice for over 20 years. Brian is very helpful in explaining the financial statements to our executive committee. He breaks it down well for the non-accounting minded. It’s been a good partnership with him.” – Mike Acott, President, National Asphalt Pavement Association

 

Wealth Management Washington DC

 

McQuadeBrennan LLP is located at: 1730 Rhode Island Avenue, NW, Suite 800, Washington, DC 20036