Est. Bethesda, MD · 2014
Affiliation UBS Financial Services Inc.
Channel 01 / Wealth Advisory

Flight Plans For Capital.

We are Wingman Capitol Group — a Bethesda wealth advisory team affiliated with UBS Financial Services Inc. We design disciplined, tax-aware strategies for families, founders, and professionals navigating the second half of their financial lives.

Schedule a Discovery View Services
Aerial view of the Bethesda, Maryland business district at dusk, symbolizing the Wingman Capitol Group vantage point on wealth management.
FIG. 01 — BETHESDA, MD A wingman holds the wing beside you. We hold the plan beside your capital.
01 — The Approach

A co-pilot for capital, not a vendor of products.

Most advisory relationships begin with a portfolio and end with a performance chart. Ours begin with a conversation about what your money is actually for — and end with a written plan that survives markets, tax seasons, and the next twenty years of your life.

Wingman Capitol Group was founded on a simple conviction: wealth management is not the management of wealth. It is the management of decisions — about time, risk, family, and the people who depend on you. The portfolio is only one of those decisions, and rarely the most important one.

As a team affiliated with UBS Financial Services Inc., we operate inside the resources, custody, and research of a global institution while keeping the cadence of a Bethesda-based practice. You meet with the people who actually build your plan, not a rotating cast of relationship managers.

Our clients are physicians at Suburban Hospital, founders exiting businesses along the I-270 corridor, federal executives unwinding concentrated equity, and families preparing a second generation to inherit responsibly. What they share is a desire for clarity over performance theater.

We charge for advice, not for activity. Every plan is written down, reviewed on a fixed schedule, and stress-tested against the scenarios that actually keep you up at night — not the ones that look good in a quarterly deck.

A quiet advisory meeting room with two chairs facing a desk, evoking the Wingman Capitol Group planning conversation.
FIG. 02 — THE PLANNING ROOM
11yr
Years serving Bethesda-area clients
4·
Dedicated advisors on the team
2x/yr
Formal written plan reviews
100%
Plans documented in writing
02 — The Services

Eight disciplines, one written plan.

Below is the working scope we offer clients of Wingman Capitol Group. Indicative pricing reflects typical annual advisory fees or one-time engagement minimums for Bethesda-area households and businesses. Final terms are documented in your advisory agreement.

01

Comprehensive Wealth Management

Discretionary investment management paired with ongoing planning across retirement, tax, estate, and insurance. The full Wingman relationship.

from 0.85%
of assets / yr
02

Retirement Income Planning

A written drawdown strategy covering Social Security timing, Roth conversions, required distributions, and a sustainable spending rate.

$3,500
one-time engagement
03

Estate & Legacy Strategy

Coordination with your attorney on trusts, beneficiary designations, gifting strategy, and generational transfer aligned to Maryland law.

$4,800
project fee
04

Business Transition Planning

For founders and owners preparing a sale, succession, or internal buyout. Pre-transaction structuring, proceeds strategy, and post-deal reinvestment.

$7,500
engagement minimum
05

Executive Equity & Concentrated Stock

RSU vesting schedules, ISO/NSO strategy, 10b5-1 plans, and single-stock risk management for federal contractors and public-company executives.

$2,800
annual review
06

Education Funding & 529 Strategy

Multi-child 529 structuring, Maryland state deduction optimization, grandparent-owned accounts, and FAFSA-aware funding sequences.

$1,200
standalone plan
07

Risk & Insurance Review

Independent audit of term life, disability, long-term care, and umbrella coverage — aligned to your balance sheet, not a carrier's quota.

$950
one-time review
08

Trust & Fiduciary Administration

Coordination with UBS trustee services and your outside counsel for trust funding, distributions, and ongoing fiduciary governance.

from 0.65%
of trust assets / yr
03 — The Difference

Why Bethesda families keep a wingman.

There is no shortage of advisors in Montgomery County. The question is whether the person across the table is building your plan or distributing a product. Here is how we earn the seat beside you.

Close view of a financial planning document with annotated sections, representing the Wingman Capitol Group written-plan discipline.
FIG. 03 — WRITTEN, NOT VERBAL

Plans committed to paper.

Every recommendation lives in a written document you keep, annotate, and reference. No verbal advice evaporating after the meeting ends.

Fixed review cadence.

Two formal plan reviews each year on the calendar — not whenever markets get noisy. Plus ad-hoc access when life actually changes.

Fiduciary, in writing.

We operate under a fiduciary standard and say so in the advisory agreement. The duty is to your outcome, not to a product shelf.

Bethesda-local, globally resourced.

Meetings in town, custody and research through UBS. You keep the local relationship and the institutional infrastructure in one seat.

04 — The Process

Four meetings to a written plan.

We do not begin with a portfolio. We begin with a sequence of four structured conversations designed to surface what a spreadsheet cannot. Here is what the first ninety days look like.

01

Discovery

A 60-minute conversation about your family, business, obligations, and the outcomes you are actually buying. No numbers yet.

02

Diagnosis

We review statements, tax returns, estate documents, and insurance. You receive a written diagnostic of gaps and exposures.

03

Design

A proposed plan — investment allocation, tax sequence, estate structure, insurance — presented as a single written document.

04

Deployment

Implementation with custody through UBS Financial Services Inc., coordinated with your attorney and CPA. Two reviews per year after.

05 — The Conversation

Begin with a discovery meeting.

The first conversation is complimentary, sixty minutes, and held in our Bethesda office or by secure video. Bring your questions. We will bring the structure. If we are not the right fit, we will tell you who is.

Studio
Bethesda, Maryland
Montgomery County, MD
Affiliation
UBS Financial Services Inc.
Hours
Monday – Friday · 8:30a – 5:30p ET
Begin
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