Connect With Our Wealth Management Team
Schedule a complimentary consultation to discuss your financial goals and explore how our personalized strategies can help you achieve them.
Get In Touch
Our team is ready to help you navigate your financial future. Choose the method that works best for you.
Visit Our Office
516 Kennedy St NW
Washington, DC 20011
United States
Call Us
Phone: (202) 882-2628
Fax: (202) 882-2629
Mon-Fri: 9:00 AM - 6:00 PM EST
Email Us
General Inquiries: info@classicwealthtrade.com
Client Services: clients@classicwealthtrade.com
We respond within 24 hours
Virtual Meetings
Available for clients nationwide via secure video conference. Schedule a virtual consultation that fits your schedule.
Office Hours
- Monday - Friday: 9:00 AM - 6:00 PM EST
- Saturday: By appointment only
- Sunday: Closed
Our Washington DC Location
Capital Growth Partners
516 Kennedy St NW, Washington, DC 20011
Getting Here: Located in Northwest Washington DC, easily accessible from major highways with ample parking available. Near public transportation routes.
Frequently Asked Questions
What happens during the initial consultation?
Your initial consultation is a 45-60 minute meeting where we learn about your financial situation, goals, and concerns. We'll discuss how our services might benefit you and answer any questions you have. There's no obligation to proceed.
Do you work with clients outside Washington DC?
Yes, we serve clients nationwide through virtual meetings and secure digital platforms. While our physical office is in Washington DC, our advisory services are available to clients across the United States.
What are your minimum investment requirements?
We work with clients across various wealth levels. Our minimum for comprehensive wealth management is $500,000 in investable assets, but we offer hourly consultation services for those below this threshold.
How are your fees structured?
We offer transparent fee structures including asset-based management (typically 1% annually), flat-fee retainer arrangements, and hourly consulting. All fees are clearly disclosed upfront with no hidden costs.