Our mission is to empower our clients to have faith and inspire a fulfilled life. This is what drives us to help our clients achieve their financial goals and empower them to live the life they want to live. We are here to help you take control of your financial future for you and generations to come.
Jay Sharifi, author and Founder of Legacy Wealth Management, has helped families achieve financial peace of mind for over 20 years. He is the author of Building a Better Legacy & Faith and Income Planning; educational books focused on empowering individuals on how they can make their financial goals a reality.
His expertise has been featured in major media outlets including MSN, CBS News, Yahoo Finance, and local stations like WUSA9 News, and Great Day Washington. Jay focuses on safeguarding income and prioritizing asset protection, while strategically pursuing market growth and simplifying financial complexities.
Jay Sharifi earned his Financial Planning certification at Georgetown University and his Masters of Business Administration (MBA) at DeVry University. He currently resides in Arlington, Virginia and enjoys spending time with family and supporting local charities such as Cole’s Closet.
Ready to take the first step in your financial journey? Schedule a complimentary meeting with one of our financial advisors and learn more about how we can help you achieve your financial goals.
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