Delivering insightful advice

Building on a foundation of trust

Family photos on shelf

Washington Wealth Management offers business owners, entrepreneurs, and affluent families a collaborative family office approach for making thoughtful, informed decisions about personal and business objectives. We are experienced in virtually every aspect of wealth management, including financial and retirement income planning, asset allocation, risk management, lending, insurance, estate planning and philanthropy.

Our team provides innovative solutions for helping you sustain and grow your wealth and preserve your legacy. With our disciplined process to each generation of your family, we help you meet your most important financial opportunities and challenges.

Washington Wealth Management

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • David Andreadis

    David Andreadis, CPWA, CIMA, CPM, CRPC,CEPA

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • ID
    • IL
    • LA
    • MA
    • MD
    • MI
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WI
    • WV
    • WY

    David has extensive experience delivering customized wealth management, financial planning, and asset protection strategies to high net-worth clients. He focuses on investment management, combining modern portfolio theory with cash flow analytics to build and manage client portfolios for the long term. The relationship aspect of his practice, however, continues to be his priority. Whether with an individual or institutional client, David has never underestimated the importance of listening to his clients and really hearing what they have to say. He strives to take a truly hands-on, personal approach with each relationship, creating an exclusive client experience.

    In his over 25 years of industry experience, David has earned several professional designations. He is a Certified Private Wealth Advisor ® professional and Certified Investment Management Analyst® practitioner, certifications administered by the Investments and Wealth Institute and taught in conjunction with the University of Chicago Booth School of Business and The Wharton School at the University of Pennsylvania, respectively. David earned his Certified Portfolio Manager® designation from Columbia University and the Portfolio Management Institute. David is also a Chartered Retirement Planning Counselor SM, a professional designation awarded by the College for Financial Planning®. David also earned the CEPA designation through the Exit Planning Institute. This dedication to ongoing education has deepened his understanding of both the challenges and opportunities facing his exclusive group of clients, and has prepared him with the expertise to address their most complex financial issues and most important goals.

    David graduated from the University of Maryland with a B.S. in finance. He also holds Series 7, 31 and 66 securities licenses as well as licenses in health, life, variable annuity and variable life insurance. He lives in Darnestown, MD with his wife, Margaret, and their three children.

    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 

    • University of Maryland, B.S. Finance & B.A. Psychology: 2002 - 2006
    • Private Wealth Advisor
    • Certified Exit Planning Advisor
    • Certified Investment Management Analyst®
    • Certified Portfolio Manager®
    • Chartered Retirement Planning Counselor℠
    1501 K Street North West
    Suite 1100
    Washington, DC 20005
  • Gordon Dale

    Gordon Dale

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • ID
    • IL
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • NC
    • NJ
    • NV
    • NY
    • OR
    • PA
    • SC
    • TN
    • VA
    • VI
    • WA
    • WI
    • WV

    There has never been such a complicated array of investment choices.  With Gordon's 40 plus years of continuous investment management experience, he can distill the financially complex into a clear and understandable investment strategy and deliver to his clients an appropriate investment management program.  To do so, he has assembled a team to provide in depth financial analytics and superior client service.

    Gordon has served on the boards of The Washington Ballet for 20 years, The Circumnavigators Club Foundation, of which he was President for 7 years, and other not-for-profit groups.  In addition to the arts and travel he enjoys playing hockey, tennis, skiing, scuba diving and hiking.

        • Senior Portfolio Manager
        1501 K Street North West
        Suite 1100
        Washington, DC 20005
      • Richard Haskin

        Richard Haskin, CEPA

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • ID
        • IL
        • LA
        • MA
        • MD
        • MI
        • NC
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OR
        • PA
        • SC
        • TN
        • TX
        • UT
        • VA
        • VT
        • WI
        • WV

        Richard helps individuals and their families realize their goals through comprehensive financial planning. He strives to exceed client expectations by delivering thoughtful, personalized advice and providing impeccable client service. Richard studied business at the University of Miami, and has over 25 years of industry experience. He is dedicated to giving back to his community, serving on the board of directors of the Jewish Social Services Agency (JSSA) which helps families across the DC metro area meet physical, social and emotional challenges. Richard is also a member of the Amity Club of Washington, which focuses on philanthropic and social activities. Richard and his wife, Tamara, have lived in Washington for over 30 years and have two grown sons.

          • University of Miami, Business
          • Certified Exit Planning Advisor
          • Senior Managed Accounts Consultant
          7272 Wisconsin Avenue
          23rd Floor
          Bethesda, MD 20814
        • Karen Ben-Shlaush

          Karen Ben-Shlaush, CFP, CIMA, CRPC, CEPA

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AL
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • ID
          • IL
          • LA
          • MA
          • MD
          • MI
          • NC
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OR
          • PA
          • SC
          • TN
          • TX
          • UT
          • VA
          • VT
          • WI
          • WV
          • WY

          For over a decade, Karen has been fully engaged in effecting wealth management, financial planning, and investment solutions for high net worth individuals, business owners and retirees. She focuses on helping her clients achieve success across all aspects of their financial lives, and on providing an exceptional level of service.

          Karen takes each client through a comprehensive planning process, which starts with carefully listening and making sure she understands their unique situation, values, and vision for their future. She then designs and implements a customized plan that draws on cash flow analysis, simulation testing, and risk management. To address her clients' most complex wealth planning issues, she incorporates trust and estate planning, as well as wealth transfer and philanthropic planning, ensuring that clients leave the lasting legacy they desire. The planning process is also ongoing, so as circumstances in their lives change, the plan evolves and adjusts for those shifts, giving clients the confidence to move forward no matter what challenges they are faced with.

          Karen is a CERTIFIED FINANCIAL PLANNER™ professional, a certification she earned after obtaining a Certificate in Financial Planning from Georgetown University. She obtained the Certified Investment Management Analyst® designation upon successfully completing Yale University's CIMA® registered education program, administered by the Investments and Wealth Institute. She earned the Chartered Retirement Planning CounselorSM designation through the College for Financial Planning®. As a Certified Exit Planning Advisor, she understands the unique opportunities and challenges that come at every stage of an entrepreneur's personal and business life, from launch through exit and beyond

          Karen graduated with a B.S. in finance and a B.A. in psychology from the University of Maryland, which she attended on a full scholarship. She holds Series 7, 66, and 31 securities licenses and she is life, health, and long-term care insurance licensed. Her strong passion for traveling and learning about different cultures has taken her around the world, but as a fourth generation Washingtonian, she is proud to call Washington D.C. home.

            • University of Maryland, B.S. Finance, B.A. Psychology
            • Certified Exit Planning Advisor
            • CERTIFIED FINANCIAL PLANNER™
            • Certified Investment Management Analyst®
            • Chartered Retirement Planning Counselor℠
            1501 K Street North West
            Suite 1100
            Washington, DC 20005
          • Danielle Tersaga

            Danielle Suzanne "Dani" Tersaga, AWMA

            Financial Advisor

            Accredited Wealth Management Advisor℠

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            • AL
            • AZ
            • CA
            • CO
            • CT
            • DC
            • DE
            • FL
            • GA
            • ID
            • IL
            • LA
            • MA
            • MD
            • MI
            • NC
            • NJ
            • NM
            • NV
            • NY
            • OH
            • OR
            • PA
            • SC
            • TN
            • TX
            • VA
            • VT
            • WI
            • WV
            • WY

            As a Financial Advisor and the team's lead financial planning specialist, Dani leverages her love of problem solving in helping her clients meet their financial needs and achieve their financial goals. Her unwavering work ethic is still driven by a deep-seated commitment to helping others.

            As a key member of Washington Wealth Management, and firm believer in the team's core concepts, Dani helps to provide analytical insights, comprehensive financial planning and personalized investment advice to the team's clients.  

            Starting off as a pre-med student at George Washington University, Dani later graduated from Ursinus College with a B.A. in Business and Economics, minoring in biology. She also holds a Certificate in Financial Planning from the Georgetown School of Continuing Studies and the Accredited Wealth Management Advisor® designation. Dani joined UBS in 2013. As a Wealth Planning Analyst, she provided holistic financial planning advice to high and ultra-high net worth investors throughout the DC Metro area; experience which has been put to good use since she became a Financial Advisor in 2015. 

            Outside of the office, Dani enjoys traveling near and far with her fiance, Troy, and volunteering at local animal rescues.  Raised in Doylestown, PA, Dani has fallen in love with the DC area and now envisions herself a lifelong DC resident. 

              • Ursinus College, B.A. , Business and Economics and a Minor in Biology
              • Accredited Wealth Management Advisor℠
              1501 K Street North West
              Suite 1100
              Washington, DC 20005
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              Andreadis, Blaine

              Financial Advisor

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              • AK
              • AL
              • AR
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              • CA
              • CO
              • CT
              • DC
              • DE
              • FL
              • GA
              • HI
              • IA
              • ID
              • IL
              • IN
              • KS
              • KY
              • LA
              • MA
              • MD
              • ME
              • MI
              • MN
              • MO
              • MS
              • MT
              • NC
              • ND
              • NE
              • NH
              • NJ
              • NM
              • NV
              • NY
              • OH
              • OK
              • OR
              • PA
              • PR
              • RI
              • SC
              • SD
              • TN
              • TX
              • UT
              • VA
              • VI
              • VT
              • WA
              • WI
              • WV
              • WY

                    1501 K Street North West
                    Suite 1100
                    Washington, DC 20005
                  Three business people

                  Your vision

                  Business Owner

                  The value of your business

                  Couple FA

                  Your investments

                  Client Services

                  Our relationship

                  Legacy—Wealth for others

                  For needs that go beyond your own—to help you improve the lives of others

                  What will your legacy be?
                  It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                  Learn more at ubs.com/wealthway.

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                  $2.8 trillion

                  In invested assets globally 
                  As of 06/30/2022

                  51 countries

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                  UBS is a world-leading wealth manager

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