HQ Function

Served as the central operational hub for Washington Wealth Management, supporting its network of financial advisors, managing client services, and directing strategic initiatives prior to its acquisition.

Notable Features:

As a firm in a historic town like Middleburg, its office likely reflected a boutique and professional atmosphere, suitable for wealth management services, rather than large-scale architectural marvels.

Work Culture:

Prior to acquisition, the culture likely emphasized entrepreneurial spirit, advisor independence, and a strong client-first approach, common in successful independent wealth management firms.

HQ Significance:

The Middleburg headquarters was significant as the birthplace and growth engine for Washington Wealth Management's independent model before it became a key part of Steward Partners' expansion.

Values Reflected in HQ: The choice of Middleburg might have reflected values such as discretion, personalized service, and a focus on a specific affluent client segment.

Location:

Prior to its acquisition, Washington Wealth System (as Washington Wealth Management) had a growing national presence across the United States. Now, as part of Steward Partners Global Advisory, the combined entity supports a significant network of offices and advisors across many US states. While 'Global Advisory' is part of Steward Partners' name, suggesting capabilities for international clients or global investment perspectives, their primary physical office presence is concentrated within the USA.

Street Address:

107 W Federal St (Historical WWM HQ)

City:

Middleburg

State/Province:

VA

Country:

USA