A complete list of active advisors currently associated with Lasting Legacy Wealth Management, LLC
Warmer can help you find a great advisor at Lasting Legacy Wealth Management, LLC or one who fits your needs even better.
Lasting Legacy Wealth Management serves individual and high‑net‑worth clients and provides investment management and financial planning services, including fixed‑scope plans and hourly consulting. The firm also offers a subscription‑based retirement planning option targeted to federal employees and conducts educational seminars for individuals, employee groups, and civic organizations. The firm implements client portfolios primarily through third‑party investment advisers and model portfolios, operating on either a discretionary or non‑discretionary basis after conducting due diligence on platform providers. Its investment process incorporates both fundamental and technical analysis, periodic rebalancing, and regular account reviews to align portfolios with clients’ objectives and risk tolerances. Distinctive features include a multi‑tier subscription program specifically tailored for federal employees — with TSP optimization, Roth conversion and withdrawal sequencing guidance, and a premier level that includes tax‑return review and outsourced tax preparation — and the provision of no‑charge educational seminars. The firm’s principal is also a licensed insurance agent and may receive commissions on insurance sales; the brochure discloses these third‑party compensations and related conflicts of interest and describes measures to address them.
To learn more about the advisors currently working at Lasting Legacy Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Alexandria, VA
| 7
|
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