Westbourne Investment Advisors, Inc. (WIA), located in Bethesda, Maryland, is a Registered Investment Advisor that provides a personalized approach to developing and managing client investment portfolios.
Prior to managing a portfolio we review a client's investment goals and return objectives to determine a suitable asset allocation. Key factors in portfolio construction include a client's age, income requirements, income tax picture, estate planning objectives, and risk tolerance.
Our commitment is to the ongoing supervision of a limited number of client portfolios. Managing no pooled assets gives our advisors greater flexibility in account supervision. The close relationship with our clients aids us in selecting the most suitable investments to achieve each client's desired investment results.
7200 Wisconsin Ave., Ste. 1103, Bethesda, MD 20814 Tel: (301) 656-9038
Westbourne -- A Personalized Approach
Westbourne Investment Advisors, Inc.
Westbourne Investment Advisors, Inc. (WIA) is a registered investment advisor offering services in the States of Florida, Maryland, New York, Pennsylvania, Texas, and Virginia; the District of Columbia; and in other jurisdictions where exempted from notice filing. Registration does not imply a certain level of skill or training. The presence of this website on the internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by WIA in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of WIA, unless otherwise specified. Material presented is believed to be from reliable sources and no representations are made by our firm as to another party's informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal consultant prior to implementation.