Potomac Wealth Management

Helping Families Navigate Every Stage of Life

Our dedicated advisors serve as trusted partners, committed to guiding families and individuals through every aspect of their financial journey. We understand the unique challenges and opportunities our clients face, and we tailor our services to meet their specific needs. With a focus on building long-term relationships, we empower our clients with the knowledge and confidence to make informed financial decisions, ensuring their prosperity and peace of mind for generations to come.

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Wealthspire Potomac

12435 Park Potomac Avenue, Suite 500
Potomac, MD 20854

(301) 564-9500

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Financial Guidance to Help You Make Sound Decisions

Whether you’re managing the financials for your business or your family, streamlining your wealth management and proactively planning is essential. Wealthspire’s advisors provide you with a single point of consultation for defining, refining and pursuing the financial strategies you need in every stage of growth.

Our Services Include:

Integrated Financial Planning: We identify where you are today and what strategies will help you arrive at your unique financial vision tomorrow
Tax-Efficient Strategies : Make the most out of your wealth by limiting tax liabilities whenever possible
Succession Planning : Ensure that you effectively manage your business assets without requiring your direct involvement
Estate and Legacy Planning : Create legal structure around your assets so they may transfer to your beneficiaries in the most tax-efficient manner
Philanthropic Giving : Develop meaningful strategies to support the organizations that are important to you and your family
Endowments and Foundations : We proudly partner with nonprofit organizations to help secure the future of our communities through thoughtful stewardship of charitable resources

Our Potomac Team

Scott Brody

Senior Vice President

Carol Clarke

Assistant Vice President, Client Service

Ethan Copeland

Advisor Associate

Kelly Crosby

Senior Office Coordinator

Patricia DCosta

Senior Associate, Data Operations

Ryan deLeon

Advisor Associate

Karen Dempsey

Associate, Client Operations

Liam Desmond

Advisor Associate

David Dickman

Managing Director

Robin Dobbs, CFP®

Senior Vice President

Annie Hall

Assistant Vice President, Client Service

Ashley Iddings, CIMA®, CPWA®

Managing Director

Ryan Jordan, CFP®

Assistant Vice President

Dmitriy Katsnelson

Deputy Chief Investment Officer

Chris Kiessling, CFP®, BFA™

Senior Vice President

Paul Kim

Assistant Vice President

Chris Maxey, CAIA

Managing Director, Chief Market Strategist

Corey McGuire, CFA®

Vice President, Investments

Chris McLoughlin

Senior Associate, Resource Specialist

Max Meltzer, CFP®

Senior Vice President

Hilary Neblett

Director of Marketing & Growth – Northeast

Ryan Reed

Microsoft Dynamics Developer

Tyler Reisinger

Assistant Vice President, Onboarding Specialist

Marie Santangelo

Vice President, Client Service Manager

Bill Schwartz, CPA, CFP®

Managing Director

Garrett Scranton, CFP®

Senior Advisor Associate

Shawn Smith

Client Service Associate

Kevin Smith, CFP®

Senior Vice President

Karen Smith, J.D., IACCP®

Senior Vice President, Legal & Compliance

Karl Stiegmann, CFP®

Assistant Vice President

Julie Swanson

Senior Associate, Resoure Specialist

Michèle Walthert, CFP®, CRPC®

Managing Director, Head of Advisor Success

Shawn Wyckoff

Senior Associate, Resource Specialist

In the Community

Our community roots run deep. We are committed to giving back and making a difference in our communities as volunteers, sponsors, patrons, and board members. Here are some of the organizations we proudly support in alignment with our core values.

Our Latest News & Resources

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Naming Account Beneficiaries: Don’t Overlook this Important Planning Opportunity

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My Sunny and Warm Tax Haven

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The Abominable No-Man and the Oracle of Omaha

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Beyond Wealth: Integrating Financial Planning and Investor Behavior

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A "How To" Guide to Retirement Savings for the Self-Employed

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