Integrated wealth management for
Tysons executives, owners and families.

Financial Advisor & Wealth Management in Tysons Corner, Virginia

Manna Wealth Management helps clients coordinate investment management with executive compensation, employer retirement plans, business ownership, liquidity events, retirement and long-term family priorities.

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What does Manna help Tysons Corner clients manage?

Tysons is one of Northern Virginia’s major corporate and professional centers, and the financial lives of people who work here can become interconnected quickly.

An executive may have salary, bonuses, RSUs, stock options, deferred compensation and multiple retirement plans. A founder or business owner may have most of their wealth tied to a private company. A family may own valuable real estate while also managing substantial investment assets.

The planning objective is to bring those pieces into one financial view: what the household owns, where risk is concentrated, how much liquidity is needed, what retirement should look like and which decisions require coordination with tax, legal or other professionals.
In Tysons, the portfolio is often only one part of the wealth equation.

Tysons wealth often grows through careers, companies and ownership.

Different financial structures call for different planning conversations.

Executives & Senior Professionals

Coordinate compensation, company equity, employer retirement plans, deferred arrangements, outside investments and retirement timing.

Professionals Approaching Retirement

Translate employer benefits, investment accounts, Social Security and expected spending into a retirement income framework.

Business Owners & Founders

Consider business value, personal liquidity, retirement funding, diversification and potential future transactions together.

Clients After a Liquidity Event

Transition from concentrated or illiquid wealth to a more deliberate investment, tax and family strategy.

High-Net-Worth Families

Coordinate investments, cash flow, estate planning, tax considerations, real estate and family priorities across a more complex balance sheet.

Property-Heavy Households

Evaluate how Northern Virginia real estate interacts with liquid investments, debt, retirement goals and overall household concentration.

Where financial complexity most often shows up.

Executive Compensation

Salary, bonuses, RSUs, stock options and deferred compensation can create different timing, tax and concentration decisions.

Concentrated Company Stock

Career income and investment wealth may depend on the same company, increasing household-level exposure.

Business Liquidity

A future sale or recapitalization can shift the household from concentrated private wealth to liquid investment capital.

Retirement From a Major Employer

Employer plans, taxable assets, Social Security, spending and healthcare considerations may need to be modeled together.

Real Estate & Household Exposure

Property can materially affect liquidity, debt and overall diversification even when the securities portfolio is broadly diversified.

Family Wealth Coordination

Estate, charitable and multigenerational goals can be coordinated with qualified tax and legal professionals.

Financial planning and investment management for Tysons Corner.

The exact scope depends on the client’s circumstances and advisory agreement.

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.

Portfolio design should reflect the entire household.

A securities portfolio can be diversified while the household remains concentrated elsewhere.

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.

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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 Tysons Corner clients manage?

Manna Wealth Management provides financial planning, investment management, retirement planning and broader wealth-planning guidance. For Tysons-area clients, that can include coordinating employer retirement plans, executive compensation, company stock, business interests, taxable investments, liquidity needs and family goals.

Why can a high salary still create financial complexity?

High income can support substantial saving and investing, but it can also come with taxes, lifestyle commitments, equity compensation, deferred compensation and multiple accounts. A financial plan can organize those decisions around long-term objectives rather than income alone.

What should I consider after selling a business or receiving a major liquidity event?

A liquidity event can change the household’s risk profile. Planning can address near-term cash needs, taxes, diversification, investment structure, retirement objectives, estate considerations and longer-term family priorities.

How should concentrated company stock affect the rest of my portfolio?

A concentrated position can increase household-level exposure when employment income and investment wealth depend on the same company. The broader portfolio can be evaluated in light of that total exposure rather than in isolation.

How can a financial advisor work with my CPA and estate attorney?

A financial advisor can help organize investment and financial-planning information and identify decisions that may need tax or legal coordination. Specialized tax and legal advice should remain with qualified professionals.

What is the difference between investment management and wealth management?

Investment management focuses primarily on portfolio strategy and account management. Wealth management can add broader coordination across retirement, cash flow, business ownership, concentrated assets, tax considerations, estate planning and family priorities.

What should I ask before moving a large portfolio to a new financial advisor?

Review regulatory status, fees, conflicts, custody, investment discretion, planning scope, portfolio construction, communication, account minimums and how major changes are handled. Read the firm’s current Form CRS and Form ADV.

Where is Manna Wealth Management's Northern Virginia office?

Manna Wealth Management’s Northern Virginia office is listed at 1775 Tysons Blvd, 5th Floor, McLean, VA 22102, serving Tysons Corner, McLean and surrounding Northern Virginia communities.

How should a Tysons executive think about RSUs, stock options and company stock?

Executive compensation can create several forms of exposure to the same employer. Planning can consider salary, bonuses, RSUs, options, retirement benefits and existing company stock together when evaluating concentration, liquidity and diversification.

How should I prepare financially before retiring from a major Northern Virginia employer?

Planning can connect expected spending, employer retirement plans, taxable investments, Social Security, healthcare considerations, cash reserves and retirement timing. Equity or deferred compensation may also need to be considered.

Can Manna help coordinate my personal wealth plan with my business?

Yes, within the scope of the advisory relationship. Planning can examine personal liquidity, investments, retirement objectives and the financial implications of a future business transition while legal, valuation and tax matters remain with appropriate specialists.

Does Manna work with high-net-worth Tysons and McLean families?

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

How should real estate in Northern Virginia fit into my financial plan?

Real estate can represent a meaningful share of household net worth while remaining less liquid than marketable investments. Planning can consider property value, debt, carrying costs and liquidity alongside investment assets and business interests.

When does a Tysons household need more than a model portfolio?

When the household is balancing multiple employer plans, business interests, concentrated equity, real estate, retirement goals or major liquidity decisions, the central challenge may be coordination rather than selecting investments.

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

Useful information can include investment and retirement statements, compensation details, equity awards, business interests, real estate, major debts, insurance information and a list of important financial decisions expected over the next several years.

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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Integrated wealth management forTysons executives, owners and families.