Reston Wealth Management

Reston Wealth Management, LLC is a fee-based registered investment advisor established in 2003 in Virginia. The firm's mission is to build lasting relationships with clients based on trust and respect. They offer portfolio management services with a minimum initial investment of $1,000,000, which may be waived under certain circumstances. Reston Wealth Management also provides wealth planning services, focusing on financial goals and needs. Investment strategies include Modern Portfolio Theory, asset allocation, and dollar-cost averaging. The firm monitors client accounts regularly and provides quarterly statements. They do not vote client proxies and do not participate in class action lawsuits on behalf of clients. Reston Wealth Management does not charge performance-based fees and does not receive compensation for voting client securities. The firm does not have any disciplinary events to report and does not take physical custody of client funds. Clients have the option to terminate services at any time. The firm's financial information is not included in the Disclosure Brochure.