Integrated wealth management for
McLean families with complex financial lives.
Financial Advisor & Wealth Management in McLean, Virginia
What does Manna help McLean clients manage?
A McLean family may simultaneously own substantial real estate, hold company stock, maintain several investment accounts, own a private business, participate in executive retirement plans, support children or parents and think about eventual wealth transfer.
The planning challenge is coordination: understanding which assets are liquid, where risk is concentrated, what retirement requires, how family goals affect cash flow and which decisions should be coordinated with tax, legal or insurance professionals.
Manna Wealth Management’s role is to bring those elements into one financial framework rather than treat every account or decision separately.
The objective is not to assume that every affluent family needs the same strategy. It is to understand the household’s actual financial architecture and build around it.
McLean wealth often spans careers, property, businesses and generations.
High-Net-Worth Families
Coordinate investments, real estate, trusts, estate considerations, liquidity and long-term family priorities.
Executives & Senior Professionals
Integrate compensation, company equity, employer plans, outside investments and retirement timing.
Business Owners & Founders
Connect private-company wealth with personal liquidity, retirement and future transition planning.
Multigenerational Families
Coordinate charitable goals, family support, estate planning and eventual wealth transfer.
Where complexity usually shows up.
Concentrated equity & employer exposure
Salary, bonuses, career prospects and company stock can all depend on the same employer. Planning should evaluate total household exposure.
Real estate & liquidity
Valuable property can increase net worth while remaining relatively illiquid. Cash reserves, debt, carrying costs and future spending still matter.
Private business interests
A business may be the family’s largest asset but not the easiest asset to diversify or spend. The household plan should distinguish enterprise value from liquid capital.
Retirement & family support
Retirement planning can be affected by children, aging parents, charitable goals, housing decisions and the desire to preserve flexibility.
Financial planning and investment management for McLean.
Tailored Financial Planning
Bring goals, assets, liabilities, cash flow, insurance considerations and investment recommendations into one coordinated framework.
Investment Management
Ongoing portfolio advice and management based on objectives, time horizon, risk and the broader household balance sheet.
Retirement Planning
Evaluate retirement timing, spending, income needs, employer plans, Social Security and future scenarios.
401(k) & Employer Plan Guidance
Connect workplace retirement assets with IRAs, taxable investments and the broader retirement strategy.
Financial Modeling
Use cash-flow, net-worth and scenario analysis to test major decisions before acting.
Tax-Minded Guidance
Identify tax-sensitive financial decisions and coordinate specialized tax advice with qualified professionals.
Estate Planning Review
Coordinate financial and investment considerations with qualified estate counsel and family legacy goals.
Insurance Review
Review protection needs alongside income, assets, family responsibilities and liquidity.
Business Owner Planning
Coordinate business value, owner income, retirement, liquidity and potential future transition decisions.
Situational Counsel
Organize decisions around inheritances, business sales, concentrated positions and other significant changes.
Family & Legacy Coordination
Keep charitable, multigenerational and family-support goals visible within the broader financial plan.
HNW & UHNW Planning
Coordinate investments, tax strategy, estate and legacy considerations and family-office-level issues for appropriate complex clients.
For affluent McLean families, coordination can matter more than adding another account.
Manna’s published ultra-high-net-worth offering describes comprehensive wealth planning, investment management, tax-strategy coordination, estate and legacy planning and family-office-level guidance for appropriate complex households.
- Concentrated equity
- Private business wealth
- Real estate & liquidity
- Legacy & multigenerational planning
Portfolio design should reflect the entire household.
Look beyond the brokerage account
Company stock, real estate, retirement plans, business interests and cash can all affect household-level risk.
Not every asset can fund spending
Liquidity should be evaluated separately from net worth, particularly for households with valuable property or private businesses.
Know what each pool of capital is for
Investment decisions become clearer when retirement, taxes, family support, future purchases and legacy goals are visible.
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.
Questions Malibu households may be asking.
What does Manna Wealth Management help McLean clients manage?
How should a McLean executive think about concentrated company stock?
What should a McLean family consider before a large inheritance or liquidity event?
Does Manna Wealth Management work with multigenerational families?
How should retirement planning work for a high-net-worth McLean household?
How should charitable giving fit into a McLean family's financial plan?
When does a McLean family need family-office-style coordination?
Where is Manna Wealth Management located for McLean clients?
Why can wealth management in McLean require more than investment management?
How should a high-net-worth McLean family think about real estate and investments together?
How can Manna work with our CPA, estate attorney and other advisors?
How should a McLean business owner prepare for a future sale?
Do trusts automatically make a family's wealth plan more complex?
What is the difference between a high net worth and financial flexibility?
What should I bring to a first meeting with a McLean financial advisor?
Your financial plan should connect the entire family balance sheet.
Whether the priority is retirement, concentrated equity, business wealth, real estate, an inheritance or a broader high-net-worth strategy, the first step is understanding how the pieces fit together.
1775 Tysons Blvd, 5th Floor, McLean, VA 22102
Phone : 703-533-0030
Email : Info@MannaWealthManagement.com
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Areas Where We Serve
California
Washington DC