Lasting Legacy Wealth Management

Alexandria, Virginia

5.0 (7 reviews)
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About

Lasting Legacy Wealth Management is an independent financial advisory firm in Alexandria, Virginia that specializes in serving federal employees and their spouses. The firm offers retirement planning, investment portfolio management, estate planning, insurance planning, Social Security strategy, and charitable giving guidance. The advisor provides customized financial planning using specialized software and maintains ongoing client relationships with regular monitoring and adjustments. The firm also delivers estate planning services including multi-generational wealth transfer and legacy giving strategies.

Specialties

Firm details

Languages
English
SEC registered
No
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