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6400 Goldsboro Road
Suite 210
Bethesda, MD 20817

Trung K. Vu
Financial Advisor, Wealth Consultant



At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.


Trung K. Vu

Financial Advisor, Wealth Consultant



I graduated from the University of Maryland in 1993 with double degree in Finance and Marketing with a concentration on Economics. I've Been a financial advisor for the last 20 years...

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