We exist to inspire and empower our clients to fulfill their legacy!
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, founder of Legacy Wealth Management, has helped families achieve their financial goals for more than 20 years. He is also the author of two books, Building a Better Legacy & Faith and Income Planning. Both books are focused on empowering individuals to make their financial goals a reality.
Jay’s 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 earned a certificate in financial planning from Georgetown University and an MBA at DeVry University. He lives 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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