703-884-1400 info@nvawm.com

Investment Services

 

Our approach to overseeing our clients’ investment portfolios has been based on personalized account planning, risk minimization, disciplined professional money management, and tax efficiency. We will always work to protect the wealth you have already accumulated by thoroughly evaluating and minimizing the risks you face. Then we establish a plan for growing your wealth and preserving your wealth, so that you can move toward your most important financial goals and dreams for the future.

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Communication is key to our investment management approach as well as any other services we provide for you. We want you to be fully informed about the implementation of your personalized investment strategy.  As an independent firm, Northern Virginia Wealth Management is under no obligation to recommend specific investments or financial products. We do not have to satisfy sales or earning quotas. We will always do what is best for you, our client.  An investment strategy is built based on your family’s needs and priorities. Our success is determined by our ability to help you build financial security and become financially independent. We are realistic in our goal setting and conservative in our investment approach and approach investing as if we were investing for our family members.

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.