Corbett Road was founded in 2002 on the premise that the traditional approach to investing isn’t always the best approach to investing. There are multiple statistics and figures that support several investment styles, but the problem with many of these approaches is that they don’t account for the human element. They don’t account for YOU.
We believe that success and attainment of true wealth aren’t solely determined by whether or not you outperformed the market, your neighbor, or your colleague on a particular day. It’s not determined by your experience in the market, be it positive or negative. Most of the time, it is the culmination of several decisions that you make that have been guided by your attitudes, habits, and natural tendencies. Simply put, it is not numbers (financials) that inhibit one’s success, but their human nature.
We pride ourselves on our discovery process, comprehensive financial planning, a proprietary approach to tactical investment management, and a high level of client service. We appreciate the uniqueness of each of our clients and the relationships that result from partnering with them.
PEOPLE LIKE YOU
We serve clients across the United States and others that have moved abroad. From our main office in the Washington, D.C. area to our office in Los Angeles, CA, we are committed to creating tailored solutions and financial plans for our clients and specialize in serving the ‘working wealthy’.
As a client of ours, you prioritize both the growth and the preservation of the wealth you have accumulated. You have reached a point in your life that you want a comprehensive approach to your finances and someone to help discuss with, strategize for, and/or guide you through your future needs, desires, and milestones. Our goal is to help you achieve those milestones, enjoy the fruits of your efforts, and assist the next generation in building a future of their own.
We appreciate the opportunity to partner with you and your family.
MEET OUR TEAM
The Corbett Road Team is made up of a diverse group of the best and brightest in the industry. Their number one goal is to help their clients achieve their goals.
Scott serves as Chairman to Corbett Road and is a member of the Corbett Road Investment Committee. Prior to founding Corbett Road, Scott was a Branch Manager at Charles Schwab and began his financial services career at Legg Mason Wood Walker. Scott earned his BS in Consumer Economics from the University of Delaware and MBA from the University of Baltimore. He is a Certified Financial Planner™ and holds FINRA Series 7, 9, 10, 63, and 65 licenses and Life, Health, and Variable Annuity Insurance licenses.
Matthew is the President of Corbett Road and a member of the Corbett Road Investment Committee. He brings years of wealth management experience to the team and has been extensively quoted in several national publications and news outlets, including Forbes, CNBC, Yahoo Finance, and USA Today. Prior to Corbett Road, Matthew worked for Fidelity Investments, providing financial services and retirement planning to clients. He has a Bachelor of Science from Virginia Tech and has earned the Certified Financial Planner™, Chartered Financial Consultant®, Behavioral Financial Advisor™, and Certified Financial Fiduciary® designations. He also holds FINRA Series 7 and 66 licenses, as well as Life, Health, and Variable Annuity insurance licenses. Matthew is a member of the Financial Planning Association and Virginia Tech Alumni Association.
Position: Managing Partner & Director of Client Services
Designations: AAMS®, CF2
Email: maureen.pitts@corbettroad.com
Maureen is a Managing Partner of Corbett Road and oversees client relations and general administration for the team. Maureen previously worked as an account services supervisor at ADVISORport Inc., a financial services provider. She has years of experience work in the financial services industry providing excellent customer service to large enterprise sponsors, RIAs, and money managers. Maureen earned a Bachelor of Science in Business Administration from Cabrini College and holds FINRA Series 7, as well as Life, Health, and Variable Annuity Insurance licenses. She is also an Accredited Asset Management Specialist and Certified Financial Fiduciary®.
Position: Managing Partner, Senior Wealth Manager – Private Client Group
Designations: AAMS®, CF2
Email: jeff.mccoy@corbettroad.com
Jeff is a Managing Partner at Corbett Road and serves as Lead Chair on the Corbett Road Investment Committee. Prior to joining Corbett Road, Jeff spent 17 years as a VP/Branch Manager at Charles Schwab, overseeing several branch locations in Maryland and Virginia. Jeff spent his early years in the industry with T. Rowe Price Associates and Legg Mason Wood Walker. Jeff has a Bachelor of Science in Consumer Economics from the University of Delaware and holds FINRA Series 7, 9, 10, 63, and 65 licenses. He has also earned the Accredited Asset Management Specialist and Certified Financial Fiduciary® designations, and completed the Certified Investment Management Analyst Executive Education Program through the University of Chicago Booth School of Business.
Rush is a Managing Partner of Corbett Road and directs the Investment Management Division. He is a member of the Corbett Road Investment Committee and is the Portfolio Manager for the Opportunity, Dynamic ETF, and Core Demand strategies. Before joining Corbett Road, Rush worked at two of the largest financial institutions in the country in a variety of roles, including management, operations, and lending. Rush has a Bachelor of Science in Finance from Virginia Tech and holds FINRA Series 7 and 66 licenses. He is a CFA Charterholder and a member of the CFA Institute and CFA Society of Washington, D.C.
Position: Senior Wealth Manager – Private Client Group
Designations: CFP®, MBA, CF2
Email: liliana.molina@corbettroad.com
Lili provides her clients with the support they need to identify their goals and develop sound plans for their financial future. She believes success should be measured not just by your financial well-being, but by how confident you feel about your future. Her mission is to help clients reach their financial goals through a relationship based on personalized, knowledgeable advice. Lili earned her BA from George Mason University and MBA from George Washington University. She is a Certified Financial Planner™ and Certified Financial Fiduciary®. Lili also holds FINRA Series 6, 7, 63, and 65 licenses and Life, Health, and Variable Annuity Insurance licenses.
Position: Senior Wealth Manager – Private Client Group
Designations: CFP®, BFA™, CF2
Email: will.cunningham@corbettroad.com
Will offers clients years of financial services, investment guidance, and individualized planning experience. Will uses smartlife™ to uncover a client’s true goals and assist them in the pursuit of their various endeavors. Prior to joining Corbett Road, Will worked as a Client Relationship Advisor for a mutual fund company. While there, he provided retirement planning services to their high net asset clients. Will earned a Bachelor of Arts from James Madison University and is a Certified Financial Planer™, Behavioral Financial Advisor™, and Certified Financial Fiduciary. He holds FINRA Series 7, Series 63, and Series 65 licenses.
Georgia is a Financial Planner at Corbett Road. She believes one’s financial plan is an invaluable tool in making informed decisions, protecting against uncertainties, and working toward achieving financial security and prosperity. She is a Certified Financial Planner™, Certified Financial Fiduciary®, and has many years of experience in financial services and financial planning, especially in the areas of retirement, tax and cash flow planning. Georgia moved to the United States from Australia in 2018, where she studied Finance and Music at the Queensland University of Technology. Prior to joining Corbett Road, Georgia provided financial planning guidance and educational workshops to advisors and clients as part of the Financial Planning Team at Oppenheimer. She holds FINRA Series 7 and Series 66 licenses, as well as Life, Health, and Variable Annuity Insurance licenses.
Consumers are heading into the summer in uneasy economic times.
This is the time of year to be relaxing seaside with friends, family and refreshments. But the threats of a recession and higher prices from tariffs have many looking to cut back and save money.
Transatlantic flight bookings have slowed, Americans are taking more road trips and the wealthier set are actually spending time in their vacation homes.
Advisors are nonplussed over the growing number of companies suspending earnings guidance due to tariff uncertainty.
Wall Street uncertainty reached a whole new level in the past week after a slew of S&P 500 companies cancelled their full-year earnings guidance due to President Donald Trump’s tariffs.
Financial advisors, however, don’t seem to mind flying blind. At least for the time being.
When the stock market drops and holdings in your portfolio turn red, it is easy to hit the panic button. Thursday’s roughly 5% plunge in share prices after President Donald Trump unveiled stiff tariffs on imports is a vibrant example.
No one can tell you whether the Thursday selling foreshadows a deeper chill for equities, or whether stocks will snap back. But history indicates market drops—even those caused by genuinely bad news like the 2008 financial crisis or the 2020 pandemic—are often good buying times for long-term investors.
I'm a Financial Expert: These Are the 5 Things I Always Look For in a Bank
gobankingrates.com
Long-term bank customers may not regularly reassess their banking needs, but with 35% of Americans considering switching banks, it’s a good time to evaluate what you want. Georgia Lord, a CFP from Corbett Road Wealth Management, shared key offerings to look for in a bank.
Learn the advantages of making a last-minute IRA contribution before the tax filing deadline, including reducing the 2023 tax bill, deferring income tax on investment gains, and possibly qualifying for the saver’s credit. With an emphasis on correctly applying the contribution to the intended tax year, resisting spending temptations, and using tax refunds to fund an IRA for future retirement income.
Liz Weston: Retiring? If You Need a Home Loan, Get One First
Yahoo! Finance
Home loans can be harder to get in retirement. Take a moment to learn about the challenges that retirees may face when applying for home loans and get some tips on how to navigate the process successfully.
ChatGPT Is a Handy Tool for Client Communications. And It's Just Getting Started.
BARRON’S
ChatGPT has suddenly transformed artificial intelligence from a concept into a cultural moment. The advanced chatbot, which is the mastermind of OpenAI, allows you to submit a sentence or two and receive back in-depth humanlike responses, including instructions, poetry, jokes, songs, and even computer code.
John Maynard Keynes said, “It is the state of our own minds that matter the most.” Just as the economy can sometimes behave erratically according to Keynesian economics, so too can the human brain (a phenomenon many of us know all too well). However, gaining a deeper understanding of the mind’s innerworkings can help us override impulsive behavior, consider logic and reason, and ultimately make better informed financial decisions.
Have bad credit? Here's what you can do to help fix it
Fox
It’s no secret that having bad credit can severely hinder one’s financial experience. The worse the credit score, the worse the experience.
“There are no shortcuts to fixing a bad credit score, but like many things, it can be done with hard work and diligence,” said Matthew Gaffey, Certified Financial Planner at Corbett Road Wealth Management, in McLean, Va.
A matter of degree: With so many options, how can advisors find the best future planners?
FinancialPlanning
Some 50 years after the birth of the independent planning movement, the industry is facing a succession crisis. In a rush to fill soon-to-be empty roles, firms have finally begun to build talent pipelines with colleges and universities. For their part, schools have ramped up their offerings for budding advisors.
A recent report on retirement savings says a comfortable retirement will take the average American $1.3 million in savings to achieve – nearly $200,000 less than the previous year’s estimate.
“Clients often make investment decisions at inopportune moments, increasing or reducing risk in ways that hinder their long-term financial goals,” said Corbett Road Wealth Management President Matthew Gaffey. “At its core, tactical management provides the advantage of reducing emotional decision making and panic during the market environments that clients fear the most.”
Corbett Road, a McLean, Virginia-based RIA founded in 2002, emphasizes tactical asset management, with a view to clients’ evolving risk profiles.
WSR recently caught up with Gaffey to discuss tactical portfolio management in today’s ever-changing financial landscape.
Your Annual Financial Planning Checklist
It's Vital to Stay on Top of What You Have and Haven't Accomplished
Investopedia
If you’ve taken on the task of mapping out your annual financial plan, you deserve a pat on the back. Making sure you’ve covered all the bases is important to both your short-term and long-term financial health. Keeping track of your progress with an annual financial planning checklist makes it easier to see which tasks have been completed and which you still need to tackle.
How ChatGPT can make you rich: AI is teaching people how to game stock market to make money
DailyMail.com
ChatGPTcan help pick winning stocks to make the ‘average joe’ wealthy but experts are warning the process is risky and can cause ‘painful losses.’
Researcher Sangheum Cho, who works at the World Bank, fed the OpenAI chatbot Tweets from financial commentators and publications and then asked it to pick stocks to buy and sell each day.
There are about a million reasons to want your money to go farther in 2023. Maybe the high inflation throughout 2022 has you feeling like you’re paying more for less, or perhaps you took a pay cut that made you feel financially squeezed.
What to do when your term life insurance is ending
yahoo!
NEW YORK (Reuters) – Joe Natiello is facing what you might call a “nice problem to have.”
Almost 20 years ago, the 64-year-old Westfield, New Jersey, resident took out a term life insurance policy, to help cover his family in case the worst happened.
5 Financial Steps You Should Take in the Coronavirus Economy, According to Experts
Fox Business
According to the U.S. Bureau of Labor Statistics, the unemployment rate fell to 10.2% in July 2020 as 1.4 million people found work. The report credited improvements in the labor market to Americans who resumed the economic activity they had halted during the pandemic.
Traders punish Schwab, TD, ETrade for move away from commissions
InvestmentNews
The market sees Schwab’s announcement of commission-free trading as a direct hit to revenues.
While investors and financial advisers using the Charles Schwab brokerage platform might be celebrating Tuesday’s announcement of commission-free trading, the stock market had a different take on the news.
5 Smart Ways to Help Your Kids Financially––Even If You Don't Have Trump's Wealth
MarketWatch
President Trump’s father reportedly gave him hundreds of millions of dollars, but there are more modest ways to support kids.
Not everyone gets the kind of start in life that was given to President Trump. A New York Times investigation of President Trump’s father’s tax returns revealed the president’s father gave his son at least $413 million over the course of his lifetime.
In the whirlwind of tariff news, it can be hard to tell what the best ways are to protect and grow your personal savings.
Should you go out and buy sneakers before prices go up? Hunker down in case a recession hits? Or maybe now is a good time to buy stocks in a bet everything will turn out all right.
Health Care Planning Checklist for Financial Advisors
financialplanning.com
Along with the obvious financial guidance, advisors have a unique opportunity to shape the health care planning process for clients.
Georgia Lord, head of planning at Corbett Road Wealth Management in Brooklyn, New York, said advisors play a vital role as trusted voices in engaging with clients with health issues.
“Whilst we cannot provide medical advice, we can help our clients plan for the financial implications of health issues, ensure access to appropriate resources and advocate for proactive measures to mitigate risks,” she said.
Financial Planner Warns Why It Is a Mistake to Put All Your Retirement Savings in Your 401(k)
thedailymail.com
A 401(K) is a valuable vehicle for workers to build up a nest egg for retirement.
But Americans should not put all their savings in their workplace plan, financial planner Georgia Lord has warned.
Tax laws change constantly so it is crucial to diversify your retirement accounts to give you flexibility when it comes to accessing your savings later in life, she said, and avoid being caught out with a higher tax bill.
Want to retire with $1 million? Expert reveals how simple tip can help turbocharge your savings
Daily Mail
Millions of Americans could be missing out on retirement savings by not taking advantage of the simple force of compound interest, experts warn.
Being on the right side of this phenomenon will help you build wealth, but the key is to start taking advantage as early as possible, said financial planner Georgia Lord.
Ask an Advisor: 'I'm Depending on that Money.' How Can I Plan to Retire When Republicans Are Threatening to Cut Social Security?
yahoo!
How can I plan to retire fully when the Republicans are threatening to cut Social Security? I’m almost 73, still working part-time and I’ve paid into Social Security my entire life. I’m depending on that money!
-Karen
Social Security benefits stand as a central pillar in many American retirement plans. In fact, the program provides benefits to 50 million retired workers and their dependents, according to the Social Security Administration.
8 Financial Factors to Consider When Choosing a Retirement Location
U.S. News & World Report
Think through the impact a new place will have on your budget before relocating in retirement.
If you’re thinking about moving to a new area to kick-start your retirement, it’s wise to consider the cost involved. Retirement places like perennially popular Florida aren’t always best for your pocketbook.
Survey: 1 in 6 Shoppers Are Still Paying Off Last Year's Holiday Debt
yahoo!money
Decking the halls comes with a hefty price tag and Americans are still feeling the sting from last year’s holiday tab.
Just under a third of Americans went into credit card debt to celebrate the 2018 holidays, racking up $745 in outstanding balances on average, according to a new survey that Crediful, a personal finance website, shared exclusively with Yahoo Money.
Should An Investor Stay Away from a Variable Annuity? – 5 Experts Weigh In
SOPHISTICATEDINVESTOR.com
A variable annuity is an annuity contract which allows for the allocation of money held in “subaccounts”. Although tax-deferred, variable annuities do not guarantee a return on the principal. In this article, 5 experts discuss whether or not an investor should stay away from a variable annuity.
We pride ourselves on our discovery process, comprehensive financial planning, a proprietary approach to tactical investment management, and a high level of client service. We appreciate the uniqueness of each of our clients and the relationships that result from partnering with them. .
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