Integrated wealth management for
Arlington and Northern Virginia.

Financial Advisor & Wealth Management in Arlington, Virginia

Manna Wealth Management helps individuals, families, executives, federal professionals and business owners coordinate the many parts of their financial lives. From investments and retirement planning to liquidity, real estate, business interests and long-term family goals, our work is centered on bringing the full picture together in one disciplined strategy.
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Complex financial lives require more than isolated investment decisions.

Many Northern Virginia households are balancing several financial priorities at the same time: employer retirement benefits, TSP or 401(k) assets, equity compensation, real estate, privately held businesses, taxable investments, college funding, estate considerations and future retirement income.

Our role is to understand how those elements interact. Rather than treating each account or decision separately, we build a coordinated framework around cash flow, investments, retirement, liquidity, risk management, family priorities and long-term wealth objectives.
Manna’s advisory services are subject to the client’s circumstances and the terms of the applicable advisory agreement. This page is educational and does not guarantee any particular financial outcome.

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Serving clients throughout Arlington and the greater Northern Virginia corridor.

Manna Wealth Management works with clients who live and work across Arlington, McLean, Tysons, Alexandria, Falls Church and Washington, DC. Each household is different, but the region often brings together high-income careers, federal benefits, executive compensation, valuable real estate and complex retirement decisions.

Rosslyn

Professionals and executives may need to coordinate compensation, investments, retirement benefits, liquidity and long-term planning.

Courthouse

Households may be coordinating housing, taxable savings, retirement accounts and changing family priorities.

Alexandria

Families and professionals often benefit from coordinating investment management, retirement income, estate considerations and real estate.

Clarendon

Families and professionals often balance career growth, real estate, education funding and long-term wealth building.

McLean

Affluent and high-net-worth families may require broader coordination across investments, real estate, business interests, estate planning and family wealth.

Falls Church

Financial planning can bring housing, education funding, retirement savings and investment strategy into one coordinated framework.

Ballston

Technology and professional-services careers can bring equity compensation, concentrated stock and career-transition decisions into the planning process.

Tysons Corner

Executives and business owners may need guidance around concentrated wealth, equity compensation, liquidity events and retirement planning.

Washington, DC

Federal careers, professional services, business ownership and executive compensation can create planning needs that extend across the entire DMV.

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Comprehensive financial planning and wealth management.

Our advisory work is designed to help clients make better-connected decisions across investments, retirement, cash flow, business interests, family goals and long-term wealth planning. The scope of services is tailored to each client relationship.

Tailored Financial Planning

Build a coordinated strategy around your goals, assets, liabilities, cash flow and major life decisions. We help connect retirement benefits, investment accounts, real estate, business interests and family priorities so they are considered together rather than in isolation.

Investment & Asset Management

Receive ongoing portfolio management and investment guidance aligned with your objectives, risk profile, liquidity needs and broader financial plan. Investment decisions are evaluated in the context of the rest of your wealth—not as a stand-alone portfolio.

401(k), TSP & Workplace Retirement Guidance

Evaluate employer retirement plans, investment choices, contribution strategy and rollover decisions in the context of your complete retirement picture. This is particularly relevant for federal employees, executives and professionals throughout the Washington metropolitan area.

Retirement Planning

Model the transition from accumulation to retirement income by evaluating timing, spending, investment assets, Social Security, pensions, required distributions and other household resources. The goal is to understand how the pieces work together before major decisions are made.

Tax-Minded Financial Planning

Evaluate how investment, retirement and liquidity decisions may interact with your tax situation, while coordinating with qualified tax professionals when specialized advice or implementation is required.

Financial Modeling & Scenario Analysis

Use cash-flow projections, net-worth analysis and scenario modeling to test important financial decisions before acting. This can include retirement timing, major purchases, spending assumptions, investment changes and other long-term planning choices.

Insurance Review

Review insurance needs in the context of income, assets, family responsibilities, liquidity and the overall financial plan. The objective is to identify how protection strategies fit within the broader wealth picture.

Estate Planning Review

Incorporate estate and legacy considerations into the financial plan, including beneficiary structure, liquidity, family objectives and coordination with qualified estate counsel for legal drafting and implementation.

Education Planning

Develop a funding strategy for future education expenses while balancing retirement, cash flow, housing and other long-term family priorities.

Ongoing Strategic Advice

Financial plans should evolve as life changes. We revisit investment strategy, retirement assumptions, cash flow, family circumstances and major goals so the planning relationship remains relevant over time.

Local risk belongs in the plan—but it should not define the plan.

Malibu’s exposure to wildfire, earthquakes and other disruptions makes resilience a legitimate planning consideration for some households. The financial questions can involve accessible liquidity, insurance, document organization, property concentration and the possibility that income or business activity is interrupted.

Financial planning cannot prevent a disaster, replace insurance coverage or guarantee a particular outcome. It can, however, help identify how an unexpected event could affect cash flow, investments, retirement assumptions, business interests and family priorities.
Malibu-specific resilience questions can include:
How much liquidity is readily accessible? How concentrated is the household in one property or business? Are important financial and estate documents organized? Would a temporary disruption change retirement or investment decisions?

  • Liquidity: Accessible capital for temporary housing, property expenses or an interruption in income.
  • Property concentration: Understand how much of total net worth depends on one real-estate asset.
  • Insurance coordination: Insurance decisions are separate from investment advice but can affect household resilience.
  • Business continuity: Owners may need to consider how a disruption affects both company and household cash flow.
  • Documents & estate planning: Organized records can make professional coordination easier during a difficult event.
  • Plan flexibility: The financial plan should be capable of being updated when assumptions change quickly.
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Wealth management should coordinate the entire balance sheet.

For affluent Malibu families, the most important decisions often sit between accounts rather than inside them.

Concentrated Wealth

Real estate, private businesses and company equity can create substantial household concentration even when the investment portfolio itself is diversified.

Liquidity & Cash Flow

Planning can identify how much capital should remain accessible for spending, taxes, property obligations and opportunities.

Estate & Legacy Coordination

Family objectives, charitable goals, liquidity and eventual wealth transfer can be coordinated with qualified legal and tax professionals.

David Kassir

David D. Kassir

AAMS(R), CMFC(R),
CBDA(R)
 

Managing Director |  Senior Financial Advisor

Private wealth management experience with a South Florida presence.

David D. Kassir, AAMS®, CMFC, CBDA, serves as Managing Director and Senior Financial Advisor of Manna Wealth Management.

David began his career in 1994, including work involving corporate retirement plans and retirement planning. He later became part of Manna’s ownership history through a 2009 acquisition agreement and helped expand the firm’s presence into South Florida.

Today, his work can include investment management and broader planning around retirement, liquidity, business interests, family goals, real estate exposure and complex wealth decisions.

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A Southern California wealth-management relationship.

Manna serves clients in Malibu and surrounding communities where real estate, business ownership, executive careers, retirement and family wealth often overlap.

Malibu

Calabasas

Agoura Hills

Westlake Village

Pacific Palisades

Santa Monica

Topanga

Hidden Hills

Thousand Oaks

Oak Park

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Questions Malibu households may be asking.

Concise answers to common planning questions involving real estate, business wealth, retirement, liquidity, concentrated assets and local resilience.

What does Manna Wealth Management help Malibu clients manage?

Manna Wealth Management provides financial planning, investment management, retirement planning and broader wealth-planning guidance. For Malibu households, that can include coordinating investment accounts with real estate, business interests, concentrated assets, liquidity needs, retirement objectives and family priorities.

How should a Malibu business owner or founder think about concentrated wealth?

A private company or concentrated ownership position can create significant wealth without providing the same liquidity as a diversified investment portfolio. Planning can distinguish business value from liquid assets and consider reserves, diversification, retirement funding and possible future liquidity events.

How should someone with variable or project-based income plan financially?

Variable income can make cash-flow planning, tax reserves, retirement funding and liquidity especially important. A financial plan can distinguish baseline spending from discretionary spending and help establish a framework for stronger and weaker income periods.

Does Manna Wealth Management work with high-net-worth and ultra-high-net-worth families?

Manna’s published services include high-net-worth and ultra-high-net-worth wealth planning for appropriate complex clients. The scope can involve investment management, retirement planning, tax-strategy coordination, estate and legacy considerations and broader family wealth decisions.

How can Manna work with my CPA, estate attorney and insurance professionals?

Manna can help organize investment and financial-planning information and identify decisions that may require coordination with tax, legal or insurance professionals. Specialized tax, legal and insurance advice should remain with appropriately qualified professionals.

How much emergency liquidity should a Malibu household consider?

There is no universal amount. The appropriate level depends on spending, debt, property obligations, insurance, business interests, income stability, family responsibilities and other circumstances. Planning can evaluate those factors rather than relying on a single rule of thumb.

When does a Malibu household need more than investment management?

When the important decisions extend beyond the portfolio. Real estate, business ownership, variable income, retirement, estate planning, insurance, liquidity and family objectives can require a broader financial-planning framework.

When does a Malibu household need more than investment management?

When the important decisions extend beyond the portfolio. Real estate, business ownership, variable income, retirement, estate planning, insurance, liquidity and family objectives can require a broader financial-planning framework.

Why can Malibu real estate create a financial-planning challenge?

A high-value Malibu property can represent a substantial portion of household net worth while remaining illiquid and expensive to maintain. A financial plan can consider property exposure alongside investable assets, debt, insurance, taxes, cash reserves and future spending needs.

How can Manna help a Malibu executive with equity compensation or company stock?

The planning process can consider salary, bonuses, equity compensation, concentrated company exposure, retirement assets and liquidity as parts of one household balance sheet. The appropriate strategy depends on the client’s circumstances and advisory relationship.

What should a high-net-worth Malibu family review before a major liquidity event?

Planning topics can include near-term cash needs, investment concentration, tax considerations, portfolio structure, estate planning, charitable objectives and the transition from an illiquid or concentrated asset to liquid capital.

How should retirement planning work for a Malibu household with significant real estate?

Retirement planning should distinguish net worth from spendable liquidity. A plan can connect retirement accounts, taxable investments, Social Security, spending needs, property expenses, reserves and the potential role of real estate over time.

How should wildfire or earthquake risk fit into a Malibu financial plan?

Local hazard exposure can make liquidity, insurance coordination, document organization, property concentration and continuity planning relevant topics. Financial planning cannot prevent a disaster or replace insurance, but it can help a household understand how an unexpected disruption could affect the broader financial plan.

Should my financial plan assume my Malibu property will keep appreciating?

A prudent plan should not treat future property appreciation as guaranteed. Real estate can be included in the household balance sheet while projections also test scenarios in which property values, liquidity or timing differ from expectations.

What should I bring to a first meeting with a Malibu financial advisor?

Useful information can include investment and retirement statements, approximate income and spending, real-estate holdings, business interests, major debts, insurance information and a list of important financial decisions expected over the next several years.

Tell us what you would like to discuss.

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Malibu, California

Manna Wealth Management
Serving Malibu and nearby Southern California communities

Phone: +1 305-306-7107

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