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TOP 30 High net worth investment in Vienna, VA
12 results found
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SOVEREIGN WEALTH MANAGEMENT - Financial Planning Services, Financial Advisor in Tysons, Vienna, DC, MD, VA
Sovereign Wealth Management is a financial planning and investment management firm located in Vienna, Virginia, serving clients in the DC metro area and beyond. Founded with the goal of providing personalized and professional financial services, Sovereign offers comprehensive wealth advisory services to High Net Worth Individuals, Families, and Business Owners. Led by founder and CEO Gary Korolev, a seasoned Wealth Manager with over 15 years of experience, the team at Sovereign is dedicated to meeting clients' Investment Management, Risk Management, Estate Planning, and Retirement Planning needs. The team at Sovereign Wealth Management includes Alaina, who serves as a critical liaison between clients and the Wealth Manager, providing exceptional customer service. Svitlana manages account details and communication between clients and the firm, while Katya handles public relations and communication efforts. Yash focuses on providing accounting, asset protection, and financial planning services, and David implements marketing strategies to grow Sovereign's client list.
Brandon Wolf - Financial Advisor, Ameriprise Financial Services, LLC
Brandon Wolf is a Financial Advisor at Ameriprise Financial Services, LLC located at 8045 Leesburg Pike, Vienna, Virginia, United States. Brandon holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Brandon is dedicated to providing expert financial advice and solutions to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on asset management, investment strategies, estate planning, insurance products, and more, Brandon is committed to helping clients achieve their financial goals and secure their financial future.
Farzana Sultana - Financial Advisor, Ameriprise Financial Services, LLC
Farzana Sultana is a Financial Advisor at Ameriprise Financial Services, LLC, located at 1950 Old Gallows Road in Vienna, Virginia, United States. Farzana holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Farzana's expertise in asset management, retirement planning, estate planning, investment strategies, and more. With a focus on ethical practices and advanced knowledge in financial planning, Farzana is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. Contact Farzana Sultana for expert financial guidance and personalized wealth management services."
W. Reid Howard - Private Wealth Advisor, Ameriprise Financial Services, LLC
W. Reid Howard is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 301 Maple Avenue West in Vienna, Virginia, United States. W. Reid Howard holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment management, and financial planning for various individuals and businesses. W. Reid Howard is dedicated to providing comprehensive financial advice and solutions to help his clients achieve their financial goals.
Joe Waluk - Financial Advisor, Ameriprise Financial Services, LLC
Located at 8045 Leesburg Pike in Vienna, Virginia, Joe Waluk is a Financial Advisor at Ameriprise Financial Services, LLC. Joe holds multiple certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, and Certified in Long-Term Care. Joe specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and real-world application of investment concepts, Joe is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, managing wealth, or navigating complex financial situations, Joe Waluk is here to provide expert guidance and personalized solutions to meet your needs.
Christie Nix - Financial Advisor, Ameriprise Financial Services, LLC
Christie Nix - Financial Advisor at Ameriprise Financial Services, LLC, located at 8045 Leesburg Pike in Vienna, Virginia, United States, offers a wide range of financial services. Christie Nix holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in asset management, estate planning, retirement planning, and investment strategies. Christie Nix is dedicated to providing personalized financial advice to individuals, small business owners, retirees, and high net worth clients. With a focus on ethical practices and continuous education, Christie Nix strives to help clients achieve their financial goals and secure their financial future.
Kamal Malhis - Financial Advisor, Ameriprise Financial Services, LLC
Kamal Malhis - Financial Advisor, Ameriprise Financial Services, LLC is a reputable finance institution located at 1950 Old Gallows Road, Vienna, Virginia, United States. Kamal Malhis holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. As a Certified Financial Planner™, Kamal Malhis upholds the highest standards of excellence in personal financial planning. With a focus on providing biblically wise financial advice and equipping clients for long-term financial success, Kamal Malhis is a trusted advisor for individuals, retirees, small business owners, and high net worth clients. Whether you need assistance with wealth transfers, retirement planning, or investment management, Kamal Malhis - Financial Advisor, Ameriprise Financial Services, LLC is dedicated to helping you achieve your financial goals with integrity and professionalism.
Bob Parr - RBC Wealth Management Financial Advisor
Bob Parr - RBC Wealth Management Financial Advisor is a reputable finance institution located at 8010 Towers Crescent Drive in Vienna, Virginia, United States. As a trusted financial advisor, Bob Parr offers personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Bob Parr provides expert guidance on investment strategies, retirement planning, and wealth preservation. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Bob Parr is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Daniel Kim - Private Wealth Advisor, Ameriprise Financial Services, LLC
Daniel Kim is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1950 Old Gallows Road in Vienna, Virginia, United States. Daniel Kim holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Daniel Kim's expertise and commitment to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Daniel Kim is dedicated to helping clients achieve their financial goals and navigate complex financial situations with professionalism and integrity.
Doug Bowers - Financial Advisor, Ameriprise Financial Services, LLC
Doug Bowers - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 8045 Leesburg Pike, Vienna, Virginia, United States. Doug Bowers holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in various areas of financial planning and asset management. Doug Bowers is dedicated to providing personalized and ethical financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on client assessment, risk management, investment strategies, and estate planning, Doug Bowers aims to help clients achieve their financial goals and secure their financial future.
Courtney Davis - Financial Advisor, Ameriprise Financial Services, LLC
Courtney Davis - Financial Advisor, Ameriprise Financial Services, LLC, located at 301 Maple Avenue West in Vienna, Virginia, offers a wide range of financial services to individuals. Courtney Davis holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Courtney Davis' expertise in asset management, retirement planning, estate planning, investment management, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Courtney Davis can provide personalized financial advice tailored to your specific needs. Contact Courtney Davis - Financial Advisor, Ameriprise Financial Services, LLC, for professional and comprehensive financial planning services.
MultiGenerational Wealth Management Group
At MultiGenerational Wealth Management Group, we understand that conventional wealth management plans and practices are often insufficient for growing and preserving wealth over a lifetime or across generations. Faced with the challenges of increasing family members and rising tax demands, successful wealth management requires superior long-term strategies, a sophisticated toolkit, and disciplined execution. Our approach addresses the pitfalls of short-term sequential goals which can lead to significant tax triggers and erosion of your hard-earned gains. We emphasize the importance of uninterrupted compounding interest, essential for growing and retaining wealth. Our expertise lies in designing and managing comprehensive lifetime and multi-generational financial plans, which we refer to as Financial Farms.
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