Helping you build a better legacy


Since 2006, Legacy Wealth Management has been working with friends and neighbors throughout Northern Virginia to help them work toward their financial goals through the use of insurance and investment products.

kit-stacked

Retirement Income Planning Kit

We're committed to helping you make informed decisions about your financial future. Request instant access to one of our many retirement reports.

boat-icon

Our sole focus is you!


It’s our responsibility to evaluate and assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency.

Our Focus


» Retirement Income Strategies
» Asset Protection
» Annuities
» Life Insurance
» Tax Minimization Strategies

Upcoming Events


» We’re committed to helping you make informed decisions about your financial future. View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.

Let's Meet


» It is important to feel you have control over your future. At Legacy Wealth Management, we offer our experience and knowledge to help you design your own strategy for financial independence.