Potomac, MD Office

McGlone Suttner Wealth Management provides discretionary asset management, financial planning, and pension consulting to individuals (including high‑net‑worth clients), qualified retirement plans, and businesses. The firm reports approximately $1.0 billion in discretionary assets under management and offers customized advice through model portfolios and standalone planning engagements.

The firm builds diversified asset allocations using firm‑designed model portfolios and Morningstar Office for analysis, and generally keeps cash allocations at or below a 2.25% guideline while retaining the ability to trade actively — including holding positions for 30 days or less when appropriate. McGlone Suttner typically manages accounts on a discretionary basis, may use sub‑advisers for some mandates, and documents its fiduciary obligations when advising retirement accounts.

Distinctive operational features noted in the brochure include formal pension (401(k) and other plan) consulting services and explicit procedures for advising on newer exposures such as bitcoin-related ETFs and other crypto‑linked instruments, with firm controls to limit client exposure. The firm also discloses that several advisory representatives are separately licensed insurance agents (earning commission income on insurance sales) and that it uses Fidelity’s institutional platform — arrangements the firm describes as potential conflicts it monitors and discloses to clients; the firm does not vote client securities.