Wealth Management Services

Wealth Management Services for Individuals and Families

Plan for a Life of Possibilities.

The advisors at Estes Wealth Strategies specialize in helping individuals and families invest and manage their money today—for the financial future they desire tomorrow. We call this comprehensive portfolio of services wealth management.

In a nutshell, wealth management is a disciplined process for investing and preserving personal assets over time using prudent money management techniques, sophisticated asset allocation strategies, and world-class investment research and resources.

Our specific wealth management services include:


  • Private Asset Management – We work with you to implement and manage a customized investment strategy and portfolio that are aligned with your personal goals and preferences and designed to help optimally balance return and risk over time. Learn more >

  • Comprehensive Financial Planning – From cash flow management and emergency savings to retirement and estate planning, our comprehensive financial planning process ensures all areas of your financial life are coordinated to help you achieve your short- and long-term financial goals. Learn more >

  • Insurance and Annuities – Having the right amount of insurance can be the difference between financial confidence and potentially painful economic loss. We help you explore your options for protecting yourself and your family during times of economic uncertainty. Learn more >

When additional legal, tax, or other professional resources are needed to support the financial planning process, we are happy to refer clients to and coordinate with the appropriate advisors.

Contact John Estes, CFP®
(703) 591-8063
Send an Email

Refer a friend or family member
We know our current and future success is due to our clients, and we are thankful for your business. If you know of anyone who can use our services, we welcome and appreciate your referrals.