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Washington Wealth Management launches as investment advisory firm


Washington Wealth Management has launched as an employee-owned financial services firm by managing partner Tony Sirianni and director of development Ross Wilkinson.

The firm has hired its initial financial adviser partners: John Bouchard, Saundra F. Albrite-Bouchard and Julie-Anne Lewis, who along with team members Yvonne Gough and Robert Jones manage nearly USD200m in client assets.

Washington Wealth Management, a registered investment adviser, was created to offer financial advisers the opportunity to break away from the traditional wirehouse relationship.

“We don’t simply tout a slogan like ‘putting clients first’,” says Sirianni. “We’ve put our money where our mouth is and designed an entire business around how to provide the best wealth management services for the client today. We feel the key to that is to put the adviser in a situation where they own their own business, are free of conflicts of interests, and are able to offer the best products and services that will allow them to attract high net worth clients.”

WWM’s open-architecture platform currently includes brokerage and trading services from Mid Atlantic Capital and assets are carried by National Financial Services.

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