Registered Investment Advisor

As a Registered Investment Adviser (RIA) in the State of Virginia, Legacy Wealth Management is a professional, independent advisory firm offering customized financial guidance to clients with complex financial needs, including those with a high net worth. Our goal is always to offer true portfolio diversification and options to balance preservation and growth to meet each client’s unique needs and goals.

Bottom line, we truly enjoy helping our clients feel confident about retirement by providing an in-depth level of financial and investment guidance, coupled with a great customer experience.

As the founder of Legacy Wealth Management, Jay Sharifi is an Investment Adviser Representative who is:

  • Able to address complex financial needs. Our firm’s affiliations with a wide array of professionals who specialize in taxes, estate planning, money management and more means Jay can help clients with highly customized and comprehensive solutions to complicated money matters.
  • Required to act in the best interests of our clients at all times. As a fiduciary, Jay is held to the highest standard of care and holds himself accountable for every recommendation he makes. What’s more, he understands the need for integrity and transparency when planning our clients’ financial futures and managing portfolios.
  • Not tied to any particular family of funds or investment products and services. Our independence and access to a wide universe of products and services allows Jay to design a portfolio tailored to each client’s specific needs.

In addition, Legacy Wealth Management is committed to ongoing and regular communication with our client base. By reaching out, nurturing and maintaining deep, personal relationships with each of our clients, we work hard be the right investment advisor for you.

Fee-based financial planning and investment advisory services are offered by Legacy Wealth Management, Inc., a Registered Investment Adviser in the State of Virginia. Insurance products and services are offered through Legacy Associates, Inc. Legacy Wealth Management, Inc. and Legacy Associates, Inc. are affiliated companies.