Estate Planning Strategies
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.
To plan your legacy, you’ll need long-term vision, careful planning and meticulous follow-through. Northern Virginia Wealth Management is sensitive to the particular concerns of your personal wishes and will strive to create a strategy that will allow you to maintain your lifestyle while preserving your commitment to the people and causes you cherish. We will help in planning your legacy—the values and traditions you pass along and the lasting impression you will leave with both family and the community.
Contact Northern Virginia Wealth Management, LLC
13800 Coppermine Rd, Suite 144 Herndon VA 20171 571-232-6990
“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.