Investment Philosophy

At Reston Wealth Management, we believe in combining a strong foundation with diverse investment strategies.

We start by ensuring your financial footing is strong, with adequate emergency savings, debt management, and insurance. Then we develop a long-term investment plan that matches your needs and desires.

We use distinct portfolio strategies based on each client’s goals, and uniquely build your portfolio based on your tax situation, risk tolerance, and return objective.

We use a broad approach to asset allocation, diversifying across stocks, bonds, and alternative asset classes.

Check out our brief presentation on investing in the current market.

It's our philosophy that appropriate diversification can help you seek to grow your long-term returns. So we develop long-term strategic allocations based on global investment themes. We make shorter-term tactical changes to the portfolio as necessary. Through this approach, we seek opportunities for your wealth to grow.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. No strategy ensures success or protects against a loss. Investing involves risk including potential loss of principal.

Learn more about our offered financial strategies here!