Time-Tested Investment Disciplines
“It’s one thing to read about being in a bear or bull market; and it’s another thing to be entrusted with client’s financial assets to navigate through challenging market conditions while at the same time managing client emotions in a successful way. This can only be credited to the application of time-tested investment disciplines that are neither driven by fear nor greed.”
Our approach to overseeing our clients’ investment portfolios has been based on personalized account planning, risk minimization, disciplined professional money management, and tax efficiency.
Legacy planning is a special subset of financial planning. That’s because leaving a legacy entails much more than leaving an inheritance or charitable gift. Leaving a legacy means passing along celebrated traditions and cherished values to those we love.
Contact Northern Virginia Wealth Management, LLC
13800 Coppermine Rd, Suite 144 Herndon VA 20171 (703)884-1400
“These materials have been independently produced by Northern Virginia Wealth Management LLC. Northern Virginia Wealth Management LLC is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Northern Virginia Wealth Management LLC provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.”
Advisory services offered through Naples Wealth Planning, a state registered investment advisory firm. Northern Virginia Wealth Management, LLC may only conduct business with residents of the states for which they are properly registered.