About Our Team


We are an experienced wealth management team located in Bethesda, MD. The team is run by Constance Miner, CFP®, RICP®, and includes Ross Hamilton, CFA, CFP® and Nicole McCuskey, AAMS®. Constance Miner has over 40 years of experience in financial services and banking and is a CERTIFIED FINANCIAL PLANNER™ practitioner and Retired Income Certified Professional (RICP®). Ross Hamilton has over 10 years of experience in the financial services industry and is a CFA® charterholder and a CERTIFIED FINANCIAL PLANNER™ practitioner. Nicole McCuskey is a Senior Registered Client Administrative Manager and Accredited Asset Management SpecialistSM with over 13 years of experience within the financial services industry.

Our team takes a personal and professional approach to investment management and financial planning for individuals and families, with client investment assets under our management of approximately $200 million USD as of July 2020. The mission of our team is to assist our clients in the accumulation, management, and distribution of their financial assets in a manner that provides them independence and confidence in their future. We distinguish ourselves through a focus on transparency, confidentiality, personalized advice and service, and our experience. Our typical client has a seven-figure investment portfolio and our clients include entrepreneurs, legal professionals, research scientists, and senior management of for-profit and not-for-profit institutions.




Our Process


Our Process begins with an in-person consultation, where we meet with you to understand the requirements and constraints that define your investment portfolio. We will review and evaluate your existing portfolio, or construct one from the ground up if investing is a new enterprise for you. We will also identify if a full financial plan makes sense, or if you just need some modifications to your current financial plan.

We believe that the most important factor in achieving financial success is correctly matching your goals and constraints with the right investment strategy. The first step is understanding the requirements and constraints of the portfolio and defining the goals and objectives. These two factors drive the investment decisions and we will work closely with you to establish and define them. We then combine these objectives and constraints with an analysis of historical asset class returns, risks, and correlations and our forward-looking views on the capital markets to develop the recommended asset allocation for your portfolio. During the implementation phase, we work with you to determine the most efficient and effective ways to implement the selected strategy, with particular consideration for the tax and cost impacts to you as an investor. Your financial goals are dynamic in nature, as are changes in the capital markets. Our team believe strongly that periodic reviews are key to long-term investment success. Sitting down together to revisit the goals, objectives, constraints and allocations will help ensure the portfolio is correctly designed to meet your financial needs.

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