Our approach to overseeing our clients’ investment portfolios has been based on personalized account planning, risk minimization, disciplined professional money management, and tax efficiency. We will always work to protect the wealth you have already accumulated by thoroughly evaluating and minimizing the risks you face. Then we establish a plan for growing your wealth and preserving your wealth, so that you can move toward your most important financial goals and dreams for the future.
Communication is key to our investment management approach as well as any other services we provide for you. We want you to be fully informed about the implementation of your personalized investment strategy. As an independent firm, Northern Virginia Wealth Management is under no obligation to recommend specific investments or financial products. We do not have to satisfy sales or earning quotas. We will always do what is best for you, our client. An investment strategy is built based on your family’s needs and priorities. Our success is determined by our ability to help you build financial security and become financially independent. We are realistic in our goal setting and conservative in our investment approach and approach investing as if we were investing for our family members.
Contact Northern Virginia Wealth Management, LLC
13800 Coppermine Rd, Suite 144 Herndon VA 20171 571-232-6990
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. Neither NBWM or its advisory professionals render tax or legal advice. Please consult your tax and legal advisors for advice concerning your individual circumstances.
NBWM and NVWM 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 are 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 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 NBWM. 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. NBWM and Interactive Brokers are independent of each other and are not owned by or affiliates of one another.