Helping you build a better legacy

Since 2006, Legacy Wealth Management has been working with friends and neighbors throughout Northern Virginia to help them work toward their financial goals

Get started in 3 easy steps:


Discovery Visit

  • Discuss your Goals
  • Review your Concerns
  • Review assets to Prepare Reports.

Evaluation Visit

  • Review Retirement Plan
  • Focus on Reviewing Reports
  • Discuss Fiscal Dream Home

Implementation Visit

  • Review & Implement Solutions

Join Us for an Event


Retirement Income Planning Kit

We're committed to helping you make informed decisions about your financial future. Request instant access to one of our many retirement reports.

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Wondering what a layoff means for your retirement
… or if you should accept a buyout?

These guides can help you decide your next move if your company is downsizing.


Get Your Free Guide:

the “10-Step Layoff Survival Guide”
OR “Can You Retire If Offered a Buyout?”

layoff-buyout kit

Step 1 of 2

No obligation beyond completing a short request form and brief survey.
By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

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Our sole focus is you!

It’s our responsibility to evaluate and assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency.

Our Focus

» Retirement Income Strategies
» Asset Protection
» IRA Legacy Planning
» Wealth Management
» Tax Minimization Strategies

Upcoming Events

» We’re committed to helping you make informed decisions about your financial future. View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.

Let's Meet

» It is important to feel you have control over your future. At Legacy Wealth Management, we offer our experience and knowledge to help you design your own strategy for financial independence.