Taxes

• Tax Planning
• Charitable Giving
• Roth IRA
  One of the Roth IRA’s biggest benefits is tax-free withdrawal of money in retirement. When I bring this up to clients and friends, many know about this Read More

Investment

• Investment Management
  We offer advisory and investment management services to Retirement Plan Sponsors which may include, but are not limited to...
• Mutual Funds
  The challenge for individual investors and their advisors is to separate the promising dialogue about ESG initiatives offered by individual companies and by investment companies (i.e. mutual fund companies) from actual, measurable, quantifiable business practices. As of yet, there are no universal standards for defining ESG criteria and measuring progress against those goals. Consequently, it is not yet possible to create reports that can be used to enforce accountability.
• Wealth Management
  Rembert Pendleton Jackson offers a wide range of investment advisory services to individual and institutional investors. Based in Vienna, Virginia, the firm has been serving individual clients from around the nation’s capital and in over 45 states since 1974 and serving non-profit organizations since 1994. Collectively, the principals have over 210 years of experience in providing these services. We operate as SSB Wealth Management Inc., dba Rembert Pendleton Jackson, a wholly owned subsidiary of Sandy Spring Bank.

Planning

• Financial Planning
  Our business is built on trust. We offer a wide range of financial planning and investment management services to individuals, families, and organizations. We are a fee-only independent Registered Investment Advisory firm. As fiduciaries, we have a legal and ethical responsibility to put our clients’ interests first.
• Retirement Planning
• Asset Management
• College Funding