Potomac Wealth & Tax offers tax services and Wealth Management Services to individuals and small businesses. Our approach is to get to know the client's needs. We then create a plan to help our client's achieve their goals.
Michael Westwick, CPA has been a licensed CPA and a licensed financial advisor for over eight years. His experience has helped lower his client's tax liability for just about a decade.
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It is never too early to get started on your goals. Let us help you achieve them.
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment
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Securities offered through Avantax Investment Services ℠ , Member FINRA, SIPC, Investment advisory services offered through Avantax Advisory Services ℠ , Insurance services offered through Avantax affiliated insurance agency.
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