TOP 30 Best Family office wealth management in Washington, Virginia

Wealth Management is a trusted financial advisory firm located in Washington, DC, offering a range of wealth management services to high-net-worth individuals and families. Led by experienced advisor David Kassir, Manna Wealth Management upholds a fiduciary duty to prioritize clients' best interests. Services include investment management, estate planning, and cryptocurrency advising. With a holistic approach to wealth management, Manna creates personalized plans tailored to each client's unique goals and needs. In collaboration with third parties, Manna also provides tax planning, retirement planning, and asset protection services. Through market analysis, performance evaluation, and ongoing portfolio management, Manna Wealth Management helps clients navigate the complexities of the financial landscape and achieve their long-term financial objectives.

Located at 5335 Wisconsin Avenue Northwest in Washington, DC, the Law Offices of Clifford M. Cohen is a trusted institution with over 30 years of legal experience. Attorney Cliff Cohen is dedicated to providing peace of mind and protecting your loved ones. Serving Washington, DC, and all of Montgomery County, Maryland, the focus of the practice is on estate planning, business planning, and planning for those with special needs. The team at the Law Offices of Clifford M. Cohen helps individuals, families, and small business owners of all financial backgrounds find answers to their legal questions. They believe in developing customized plans that address each client's unique concerns, goals, and hopes for the future. With a commitment to personal attention and close collaboration, Attorney Cohen takes the time to listen to his clients' needs, explain their options clearly, and design a plan that meets all of their objectives.

Haffner Wealth Management Group - UBS Financial Services Inc. is a premier financial institution located at 1501 K Street Northwest in Washington, District of Columbia. With a strong focus on wealth management, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. We offer a wide range of financial services, including investment management, retirement planning, estate planning, and more. Trust in Haffner Wealth Management Group - UBS Financial Services Inc. to provide personalized solutions tailored to your unique financial needs.

Hunt Country Wealth Management, located at 804 Amherst Street in Winchester, Virginia, specializes in providing personalized financial services for individuals aged 50 and above. From retirement planning to investment management, our experienced team is dedicated to helping you confidently achieve your financial goals. Whether you're nearing retirement or still in the prime of your career, we are here to guide you every step of the way. Enroll in our free Retirement Basecamp™ online course to kickstart your journey towards financial security. Our services include Retirement Audit™, Sovereign Series™ Retirement Plan, Guided Investing™, and Hunt Country Hourly Planning™. Contact us today to discuss your unique financial situation and prepare for a secure financial future. Proudly serving the Washington, D.C. Metro Region, Northern Virginia, and the Shenandoah Valley. Securities offered through Securities America, Inc., Member FINRA / SIPC. Advisory services offered through Securities America Advisors, Inc. Hunt Country Wealth Management and Securities America are separate entities.

Riggs & Company Investment Management is a reputable finance institution located at 323 West Washington Street in Petersburg, Virginia, United States. With a focus on providing expert investment management services, Riggs & Company is dedicated to helping clients achieve their financial goals through strategic planning and personalized solutions. The institution prides itself on its commitment to excellence and customer satisfaction, making it a trusted partner for individuals and businesses seeking professional financial guidance.

Washington Wealth Counsellors PC is a leading financial advisory firm located at 10511 Judicial Drive in Fairfax, Virginia. Our team of experienced wealth counsellors is dedicated to helping individuals and families achieve their financial goals through personalized investment strategies and comprehensive financial planning. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, our team is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a brighter financial future.

Dorsey Capital Management, LLC is a finance institution located at 1775 I Street Northwest in Washington, District of Columbia, United States. Specializing in investment management services, Dorsey Capital Management, LLC offers personalized financial solutions to help clients achieve their financial goals. With a team of experienced professionals, the institution provides expert guidance and strategic investment advice to help clients navigate the complexities of the financial markets. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Dorsey Capital Management, LLC is dedicated to helping you succeed.

Edwards & Owens Wealth Management is a leading finance and insurance agency located at 44927 George Washington Boulevard in Ashburn, Virginia, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on providing comprehensive financial planning, investment advice, and insurance solutions, we strive to empower our clients to make informed decisions about their financial future. Contact us today to learn more about how we can help you secure your financial well-being.

The Neal Wealth Consulting Group - UBS Financial Services Inc. is a prestigious finance institution located at 1501 K Street Northwest in Washington, District of Columbia, United States. With a strong reputation for providing top-notch financial services, the institution offers wealth management, investment advice, and financial planning to clients. The team of experts at The Neal Wealth Consulting Group are dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert guidance. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, The Neal Wealth Consulting Group is committed to providing exceptional service and support to help you secure your financial future.

Graystone Consulting, a division of Morgan Stanley, is a premier financial institution with locations in Washington, DC and Park City, UT. Our team of experienced advisors provides personalized wealth management and investment consulting services to high-net-worth individuals, families, and institutions. Located at 1775 I Street Northwest in Washington, DC, our professionals offer tailored solutions to help clients achieve their financial goals and secure their financial future. With a commitment to excellence and a focus on building long-term relationships, Graystone Consulting is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Hall Wealth Management Group is a leading finance institution located at 228 South Washington Street in Alexandria, Virginia. With a team of experienced financial advisors, we specialize in providing personalized wealth management solutions to help our clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your assets, our dedicated team is here to guide you every step of the way. Trust Hall Wealth Management Group to provide expert financial advice and exceptional service tailored to your unique needs.

Delancey Wealth Management is a prestigious finance institution located in the heart of Washington, D.C. With a commitment to providing top-tier financial services, Delancey Wealth Management offers personalized wealth management solutions to high-net-worth individuals and families. Their team of experienced financial advisors works closely with clients to create custom investment strategies tailored to their unique financial goals and objectives. Located at 20 F Street Northwest, Delancey Wealth Management is dedicated to helping clients build and preserve their wealth for the long term.

Amy Sturtevant is a dedicated financial advisor at RBC Wealth Management, located at 2100 Pennsylvania Avenue Northwest in Washington, D.C. With a focus on providing personalized financial solutions to help clients achieve their goals, Amy Sturtevant offers expert guidance on investments, retirement planning, wealth management, and more. With a commitment to excellence and a passion for helping clients secure their financial future, Amy Sturtevant is a trusted partner in navigating the complexities of the financial world. Contact Amy Sturtevant at RBC Wealth Management for a tailored approach to your financial needs.

Alizeh Afzal - RBC Wealth Management Financial Advisor is a prestigious financial institution located at 2100 Pennsylvania Avenue Northwest in Washington, District of Columbia, United States. As a trusted advisor, Alizeh Afzal provides expert financial planning and wealth management services to clients seeking to achieve their financial goals. With a commitment to personalized service and a deep understanding of the complexities of the financial market, Alizeh Afzal helps clients navigate their financial journey with confidence and peace of mind. Whether you are planning for retirement, saving for your children's education, or investing for the future, Alizeh Afzal - RBC Wealth Management Financial Advisor is dedicated to helping you make informed decisions and secure your financial future.

Rebecca B Hall is a trusted Private Wealth Advisor at Ameriprise Financial Services, LLC, located in the heart of Washington, DC. With a focus on providing personalized financial planning and investment strategies, Rebecca is dedicated to helping her clients achieve their long-term financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Rebecca is committed to providing expert guidance and support every step of the way. Visit her office on Pennsylvania Avenue to start building a secure financial future today.

Anibal Drelichman - RBC Wealth Management Financial Advisor is a reputable financial institution located at 2100 Pennsylvania Avenue Northwest in the heart of Washington, District of Columbia. As a trusted advisor, Anibal Drelichman provides expert financial guidance and personalized wealth management solutions to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional service, Anibal Drelichman - RBC Wealth Management is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Matthew Robertson - TIAA Wealth Management Advisor is a finance institution located at 601 13th Street Northwest in Washington, District of Columbia, United States. As a trusted advisor, Matthew Robertson provides expert financial planning and wealth management services to help clients achieve their financial goals. With a focus on personalized strategies and exceptional customer service, Matthew Robertson is dedicated to helping individuals and families build and protect their wealth for the future.

Oliver Crandall - RBC Wealth Management Financial Advisor is a reputable financial institution located at 2100 Pennsylvania Avenue Northwest in Washington, District of Columbia. As a trusted advisor, Oliver Crandall offers expert financial guidance and personalized investment strategies to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and investment strategies, Oliver Crandall - RBC Wealth Management Financial Advisor provides top-notch financial services to individuals and businesses in the United States.

District Wealth Strategies is a premier financial institution located at 800 Maine Avenue Southwest in Washington, D.C. Our team of experienced advisors are dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or seeking guidance on estate planning, our experts are here to provide comprehensive financial solutions tailored to your unique needs. Trust District Wealth Strategies to help you secure your financial future and build wealth for generations to come.

Jessica Jarosik at Buckingham Strategic Wealth, located at 112 West Washington Street in Middleburg, Virginia, offers personalized and comprehensive wealth management services. Our team utilizes a customized approach that combines financial planning with an evidence-based investment philosophy to enhance our clients' entire financial lives. We believe in taking the time to truly understand our clients' financial goals and current situations in order to provide sound advice and exceptional service. Our multi-credentialed advisors bring professional insight and common sense to the decision-making process, ensuring that our clients receive the best possible guidance.

Amanda Merrill at Buckingham Strategic Wealth is a finance institution located at 112 West Washington Street in Middleburg, Virginia, United States. Our team at Buckingham Middleburg utilizes a customized, comprehensive wealth management process that combines financial planning with an evidence-based, disciplined investment philosophy. We are dedicated to managing and enhancing our clients' entire financial lives by providing sound advice with a high level of ongoing service. We believe that the best investment decisions are made by thoroughly understanding our clients' overall financial situation, rather than just answering questionnaires. Our team of multi-credentialed advisors takes the time to get to know each client, their current circumstances, and their goals. We bring a wealth of professional insight and common sense to the financial decision-making process.

Katherine E Crow - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 6 East Washington Street in Lexington, Virginia, United States. Katherine E Crow holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, estate planning, investment strategies, and retirement planning. With a focus on providing tailored financial solutions for individuals, small business owners, retirees, and domestic partners, Katherine E Crow offers comprehensive services to meet the unique needs of her clients. Whether you are looking for investment advice, estate planning assistance, or retirement strategies, Katherine E Crow is dedicated to helping you achieve your financial goals with integrity and professionalism.

Oliver Zelaya - State Farm Insurance Agent is a reputable insurance agency located at 1660 International Drive, McLean, Virginia, United States. The agency is situated between the Boro and Tyson's Galleria, making it easily accessible to the local community. Oliver Zelaya, the proud Agent of this State Farm office, is dedicated to helping individuals and families manage the risks of everyday life, recover from the unexpected, and realize their dreams. Oliver Zelaya has a passion for serving the community and has years of experience in the insurance industry. Alongside his team members, Tommy and Joselyn, he is committed to providing exceptional customer service and building long-lasting relationships with clients. Whether you need life insurance, home insurance, car insurance, or financial planning assistance, Oliver and his team are ready to assist you.

Welcome to The Joint Chiropractic - Capitol Hill, your trusted chiropractor in Washington, D.C., conveniently located at 721 D St SE Suite B, next to Starbucks on the corner of D St SE and 8th St SE. As a dedicated provider of family chiropractic and spine health services, we invite you to discover the benefits of our natural, drug-free approach to healthcare. At The Joint Chiropractic, we specialize in relieving lower back pain, sciatica, migraines, and more, while promoting overall wellness. Whether you're new to chiropractic care or have visited a chiropractor before, our clinic offers a unique and potentially life-changing experience. Our licensed chiropractors use manual manipulation of the spine to restore proper alignment and communication between your brain and body, addressing subluxations and helping prevent various symptoms.

Trusts and Estates Attorney Kerri Castellini is a highly respected legal professional located in the heart of Washington, DC. Specializing in trusts, estates, and probate law, Kerri Castellini provides expert guidance and representation to clients seeking assistance with their estate planning needs. With a dedication to personalized service and a deep understanding of complex legal matters, Trusts and Estates Attorney Kerri Castellini is a trusted advocate for individuals and families looking to secure their financial future. Visit their office at 409 7th Street Northwest to learn more about how they can help you navigate the intricacies of estate planning.

Jarvis Law PLLC, located at 128 North Royal Avenue in Front Royal, Virginia, is a law firm founded by Elaine Jarvis in 1997. Elaine is not only a lawyer but also an author, pilot, and mother of three. The firm provides creative legal solutions to businesses, consumers, and families in Virginia, West Virginia, Maryland, New York, and Washington, D.C. Specializing in plaintiff’s side law, Jarvis Law seeks remedies for those who have been wronged. The team at Jarvis Law travels throughout the tri-state area to advise, litigate, and counsel clients in various practice areas including business law, consumer protection, estate planning, employment law, real estate, and more. The team at Jarvis Law is made up of friendly and honest individuals who take pride in serving the community with compassion and fairness. Amanda Chaillan, with a background in political science and business strategy, brings her expertise to the firm to help make a positive impact. Tarra Smeltzer, with over 30 years of customer service experience, manages trial schedules and office operations to ensure the best outcomes for clients. Madeline Farris, a student at the College of William & Mary, is passionate about law and helping people, with a focus on family, consumer protection, and business law. Joshua Smeltzer, a U.S. Army veteran with a degree in philosophy, is dedicated to serving the community and providing critical thinking and creative solutions to clients.

Welcome to The Joint Chiropractic - Columbia Heights, your premier destination for family chiropractic and spine health in Washington, D.C. Located conveniently at 3307 14th St NW, our clinic is dedicated to providing natural, drug-free healthcare solutions to help you achieve optimal wellness. Whether you're seeking relief from lower back pain, sciatica, migraines, or looking to enhance your overall health, our experienced chiropractors are here to guide you on your wellness journey.

Salti & Associates LLC is a prestigious finance institution located in the heart of Washington, D.C. With a prime location at 3222 N Street Northwest, this firm offers a wide range of financial services to individuals and businesses. Known for their expertise and professionalism, Salti & Associates LLC is committed to providing top-notch financial solutions tailored to meet the unique needs of their clients. Whether you are looking for investment advice, wealth management, or financial planning, this institution has the knowledge and experience to help you achieve your financial goals. Trust Salti & Associates LLC for all your financial needs in the District of Columbia.

Vamsi S. Atreya is a renowned finance institution located at 1101 30th Street Northwest in Washington, D.C. With a strong reputation for excellence in the financial industry, Vamsi S. Atreya offers a wide range of services to help clients achieve their financial goals. Whether you are looking for investment advice, wealth management, or financial planning, our team of experts is dedicated to providing personalized solutions tailored to your specific needs. Visit us today to learn more about how Vamsi S. Atreya can help you secure your financial future.

alliantgroup is a leading finance institution located at 1455 Pennsylvania Avenue Northwest in Washington, D.C. They specialize in providing financial services and solutions to individuals and businesses. With a team of experienced professionals, alliantgroup offers a wide range of financial products and services to meet the needs of their clients. Whether you are looking for investment advice, tax planning, or wealth management services, alliantgroup has the expertise and resources to help you achieve your financial goals. Visit their office in the heart of the nation's capital to learn more about how they can assist you with your financial needs.