Financial Advisors
Manassas, VA
Legacy Wealth Management is a Northern Virginia financial advisory firm specializing in retirement planning and wealth management for families. Their advisors provide personalized financial planning through their Legacy Precision Plan™ methodology, offering retirement income strategies, tax-efficient investment management, IRA and 401(k) rollover guidance, asset protection, and legacy planning. The firm emphasizes a relationship-driven approach with dedicated advisors who work closely with clients through discovery, evaluation, and implementation phases to turn long-term financial visions into reality.
Ideal for: Pre-retirees and retirees seeking personalized retirement income planning, families interested in tax-efficient wealth management, individuals with IRAs or 401(k)s requiring rollover guidance, families focused on legacy and estate planning
Service area: Manassas, VA and Northern Virginia
Legacy Precision Plan™ Methodology: Structured three-phase approach—Discovery, Evaluation, and Implementation—designed to create personalized financial plans tailored to each family's specific situation and goals.
Comprehensive Retirement Focus: Specializes in retirement income strategies, tax-efficient planning, and IRA/401(k) rollovers with dedicated advisor partnerships and access to expert teams.
Client Community & Education: Hosts complimentary seminars on Social Security maximization, tax strategies, and financial legislation, plus regular client events and educational workshops for ongoing engagement.
Address: 10432 Balls Ford Rd #120, Manassas, VA 20109
Phone: (877) 650-4738
Website: lwealthmanagement.com
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