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30 South Main St., Suite 203, Washington, PA 15301

724-678-9999
joe@washingtonfamilywealth.com
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Our Mission

Our Commitment:
1. Providing Fiduciary Advice
2. Recommendations that are both Understandable and Actionable 
3. Maintaining Reasonable and Transparent Pricing.

Mission Statement

Discovering the right advisor can prove to be quite a daunting task. We firmly uphold the notion that the more informed you are about your financial landscape and the potential avenues open to you, the more empowered and self-assured your decision-making will become. Here at Washington Family Wealth, we specialize in assisting families from diverse backgrounds, navigating through varying levels of financial complexity.

Whether you seek a fresh perspective on your financial blueprint or are in the initial stages of deliberation, rest assured, we stand ready to provide our support. Our core principles revolve around delivering Recommendations that are both Understandable and Actionable, providing Fiduciary Advice, and maintaining a commitment to reasonable and Transparent Pricing.

Join us at Washington Family Wealth, where we aim to not just advise, but to truly empower your financial journey.

Our Process

Our Process

We closely follow the CFP® Board's Financial Planning Process.

  1. Understand Personal and Financial Circumstances
  2. Identify and Select Goals
  3. Analyze Current and Alternative Courses of Action
  4. Develop Planning Recommendations
  5. Present and Evaluate Recommendations
  6. Implement Pertinent Recommendations
  7. Monitor and Update Systematically
Our History

Our History

Since 2006, we have been working with families of diverse backgrounds and resources to develop strategies that help them understand and pursue their financial goals. 

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