EagleStone Tax & Wealth Advisors
Financial Services - North Bethesda, MD, US
EagleStone Tax & Wealth Advisors Employees
Joseph Kantakevich
Partner / Director of Investments & Portfolio Management
EagleStone Tax & Wealth Advisors Senior Management
EagleStone Tax & Wealth Advisors Details
EagleStone Tax & Wealth Advisors is an integrated tax and investment advisory company serving clients primarily in the Washington, DC – Baltimore metropolitan areas. Eaglestone also services clients located both nationwide and internationally. We provide a full spectrum of investment management, financial planning, wealth advisory, accounting, and tax planning services*. Our comprehensive and integrated approach, where we review the implications of taxes and investment decisions on a family's wealth, recognizes the expanding complexity of financial decision making. We are uniquely qualified, having various professional credentials such as CPA, MST, CFP, MBA, JD, etc. and decades of experience, to provide informative solutions that help our clients achieve their financial objectives. Our overall objective is to help clients develop and implement financial strategies allowing them to achieve financial confidence, security and peace of mind.
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