Estate Planning Strategies
Legacy planning is a special subset of financial planning. That’s because leaving a legacy entails much more than leaving an inheritance or charitable gift. Leaving a legacy means passing along celebrated traditions and cherished values to those we love.
To plan your legacy, you’ll need long-term vision, careful planning and meticulous follow-through. Northern Virginia Wealth Management is sensitive to the particular concerns of your personal wishes and will strive to create a strategy that will allow you to maintain your lifestyle while preserving your commitment to the people and causes you cherish. We will help in planning your legacy—the values and traditions you pass along and the lasting impression you will leave with both family and the community.
Contact Northern Virginia Wealth Management, LLC
13800 Coppermine Rd, Suite 144 Herndon VA 20171 571-232-6990
Investment advisory representatives offer advisory services as Northern Virginia Wealth Management, LLC (“NVWM”), while affiliated with NobleBridge Wealth™ Management, LLC (“NBWM”), pursuant to a client investment advisory agreement. Additional information about NobleBridge Wealth Management, LLC and its representatives is also available at adviserinfo.sec.gov.
The information in this website has not been approved or verified by the United States Securities and Exchange Commission (SEC) or by any state securities authority. NobleBridge Wealth Management, LLC is a registered investment adviser. Registration of an Investment Adviser does not imply any level of skill or training. The oral and written communications of an Adviser provide you with information about which you determine to hire or retain an Adviser.
The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. NobleBridge Wealth™ and its advisory representatives may only conduct business with residents of the states for which they are properly registered or may be operating under a de minimis rule. Neither Northern Virginia Wealth Management and/or NobleBridge Wealth™ and its advisory professionals render tax or legal advice. Please consult your tax and legal advisors for advice concerning your individual circumstances.
NobleBridge Wealth™ and Northern Virginia Wealth Management are not owned by or affiliated with Charles Schwab & Co., Inc., and its personnel are not employees or agents of Schwab. This website and our independent relationships is not a referral to, endorsement or recommendation of, or testimonial for the advisor or client with respect to its investment advisory or other services. Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned by, affiliated with, or supervised by Schwab. ©Charles Schwab & Co., Inc. (“Schwab”). All rights reserved. Member SIPC.
Interactive Brokers LLC is a registered Broker-Dealer, Futures Commission Merchant and Forex Dealer Member, regulated by the U.S. Securities and Exchange Commission (SEC), the Commodity Futures Trading Commission (CFTC) and the National Futures Association (NFA), and is a member of the Financial Industry Regulatory Authority (FINRA) and several other self-regulatory organizations. Interactive Brokers does not endorse or recommend any introducing brokers, third-party financial advisors or hedge funds, including NobleBridge Wealth Management LLC. Interactive Brokers provides execution and clearing services to customers. None of the information contained herein constitutes a recommendation, offer, or solicitation of an offer by Interactive Brokers to buy, sell or hold any security, financial product or instrument or to engage in any specific investment strategy. Interactive Brokers makes no representation and assumes no liability to the accuracy or completeness of the information provided on this website. For more information regarding Interactive Brokers, please visit www.interactivebrokers.com.
Each investment firm is independent of each other and are not owned by or affiliates of one another.