About Us

Recent Work
WealthCrest is based in Northern Virginia and conducts training in federal benefits and financial literacy tailored specifically for the federal and military marketplace. We have been giving seminars since 2004 and have experience as a prime contractor. Our trainers are experienced in their field of expertise and help us to deliver quality, affordable, and consistent training. We go to great lengths to ensure we provide you with a cost effective, high quality product with best-in-class delivery.

WealthCrest Educational Services is a designated Service Disabled Veteran-Owned Small Business Concern (SDVO-SBC). The firms principal, Patrick Beagle, manages a staff that is keenly aware of the needs of the federal marketplace. We offer training strictly for the benefit of the class participants and our instructors will never market to your employees.

WealthCrest Educational Services

WealthCrest conducts training on a regular basis. Some of our recent classes have been held at:

Office of Personnel Management

Federal Aviation Administration

Smithsonian Institute

Harvard Astrophysics Lab

U.S. Patent and Trademark Office - Pre-retirement course
Patrick B. Beagle is a
Holds two masters degree
Investment Advisor with 17 years experience dealing with financial clients
Member Financial Planning Association
Member National Eagle Scout Association
The Firm's Principal
Russell G. Robertson is a
Holds a Bachelors Degree in Behavioral Science from the United States Military Academy
Holds a Masters of Science in Civil Engineering and Masters Degree in Military Science
11 years experience supervising federal employees
Member Financial Planning Association
The Course Director