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Kurt Laubinger

Potomac Wealth Management
Great Falls, Virginia
Serving the wealth management needs of

Meet Kurt

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Being a Fiduciary - Kurt Laubinger
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My Life - Kurt Laubinger
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My Clients - Kurt Laubinger
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Failures of Active Management - Kurt Laubinger
Video Transcripts

I founded Potomac Wealth Management LLC in 2009, as a fee only advisory firm that serves as a fiduciary for its clients and is focused solely on their best interests.

Prior to Potomac Wealth Management, I began my career in financial services as a commissioned stockbroker, first with a local firm called Folger, Nolan, Fleming and Douglas, then with Legg, Mason. After this experience, I worked with regional banks including…

I founded Potomac Wealth Management LLC in 2009, as a fee only advisory firm that serves as a fiduciary for its clients and is focused solely on their best interests.

Prior to Potomac Wealth Management, I began my career in financial services as a commissioned stockbroker, first with a local firm called Folger, Nolan, Fleming and Douglas, then with Legg, Mason. After this experience, I worked with regional banks including First American Bank, Crestar, SunTrust and Sandy Spring Bank, in a series of roles where I assisted retail clients with investments and estate planning services, corporations with retirement plans and institutional clients with investment opportunities. I was then offered a position with Wachovia Bank, where I worked with clients that had liquid net worth of between five million and several hundred million dollars. It was interesting and I enjoyed working with
my clients but decided I had had enough of the large banking world, and its focus on assigned goals that always seemed to work out better for the Bank than for its clients.

Establishing Potomac Wealth Management has been a refreshing and rewarding change. I enjoy growing a business for myself that puts the clients' interests ahead of all others. That notwithstanding, my experience in the sometimes rough and tumble world of Wall Street has provided me with the knowledge and experience that is critical to a better client experience. If you would like more information, feel free to call (202-236-9667) or email (kurt@potomacwealthmanagementllc.com) me.

Education:

  • B.S. Business Administration- Old Dominion University
  • Cannon Trust School for Personal Trust Administration
  • Cannon Trust School for Employee Benefits

Personal:

  • Served on the board of directors for the Great Falls Foundation for the Arts "GFFFTA". I also paint, draw and enjoy photography.
  • Enjoy the outdoors including hiking, tennis, windsurfing and most activities near the shore
  • Played Rugby for the Washington Rugby Football Club and coached many youth sporting activities and was captain of my college rugby team

Services offered

Investment management
Financial planning
Retirement planning
Tax planning
College planning
Real estate and mortgage advisory
Estate planning
Insurance management
LGBT services
Socially responsible investing

Experience with

Small business owners
Medical professionals
Finance professionals
Legal professionals
Business executives
Entrepreneurs
Other professions

Fee structure

Based on % of assets

Education

Bachelors
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