About Our Firm

Legacy Wealth Management

Legacy Wealth Management’s mission is to help you build a better legacy. Our primary area of expertise is wealth management.

Jay Sharifi

Jay Sharifi

Founder, President, and Investment Advisor

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 addressing 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.

Kaycee-Headshot-(1)

Kaycee N. Sirstins

Director of Operations

IMG_7818

Eian Lomash, CRPC®

Financial Advisor

birds photo

Birds Horton, CRPC®

Certified Financial Fiduciary®

Financial Advisor

Ashley-Headshot

Ashley Poling

Front Office Assistant

Zara Sharifi

Zara Sharifi

Relationship Coordinator

Hayleen-Headshot

Hayleen Medina

Relationship Coordinator

Ron-Headshot

Ron Bolte

Financial Planning Associate

Jalen-Headshot

Jalen Christian

Client Transfer Specialist

Steven-Davis

Steven Davis

Client Transfer Specialist

Albert-Headshot

Albert Valencia

Client Transfer Specialist

Schedule a Meeting

To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, contact us at info@lwealthmanagement.com or call us at 877-650-4738 today!