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Washington Wealth Adds Trio Of Advisors Across The US
Julia Reinholdsson
21 July 2015
Washington Wealth Management, based in San Diego, CA, has added three former wirehouse advisors collectively managing about $290 million in total client assets. Together, David Hughes, Scott Sade and Jonathan Woods have more than 90 years of experience in the financial services industry. They join from Wells Fargo Advisors and Morgan Stanley. Previously, Sade managed around $200 million in client assets and will affiliate with Washington Wealth Management as a newly-formed, standalone independent practice – The Sade Group Private Wealth Management. The organization provides multigenerational financial planning to mass affluent individuals, families and small business owners as well as high net worth retirees. Sade’s firm is headquartered in Stuart, FL. Hughes managed approximately $50 million in client assets at his prior firm, and has affiliated with Washington Wealth Management as a newly-formed, standalone independent practice, DJH Financial Services. His firm has headquarters in Woodland Hills, CA. At his previous firm, Woods managed approximately $40 million in client assets and affiliated with Washington Wealth Management as a newly-formed standalone independent practice, Woods Asset Management. The firm has headquarters in Darien, CT. Washington Wealth Management is a hybrid RIA supporting fee- and transaction-based independent financial advisor teams. It is a wholly-owned subsidiary of NFP and operates under its own brand and leadership team within NFP's independent advisor-focused business group, NFP Advisor Services.