Integrated wealth management for
Washington’s complex financial lives.
Financial Advisor & Wealth Management in Washington, DC
What does Manna Wealth Management help clients in Washington, DC manage?
The value is not simply having another investment account. It is having a framework for understanding how the household’s financial decisions interact—especially when compensation, benefits, property, businesses and retirement assets are spread across different institutions or jurisdictions.
For federal employees, that may mean integrating TSP assets and retirement benefits with outside investments. For executives and professionals, it may mean coordinating bonuses, equity compensation, retirement plans and liquidity. For business owners and affluent families, the work may involve concentrated wealth, succession, tax coordination, estate planning and long-term family objectives.
Financial planning built around the way Washington professionals actually earn, own and retire.
TSP, pension and retirement coordination
Federal employees may need to evaluate TSP assets, retirement benefits, Social Security, outside investments and retirement timing together rather than treating each benefit separately.
When the company is part of the family balance sheet
For founders and government contractors, business value may represent a large share of net worth. Planning can address liquidity, diversification, retirement funding and future transition or sale scenarios.
Compensation beyond salary
Bonuses, equity compensation, deferred arrangements and employer retirement plans can create concentration, liquidity and tax-planning questions that belong in the broader household strategy.
Coordination across more moving parts
Affluent households may need investment management integrated with tax-sensitive planning, estate and legacy coordination, charitable goals, concentrated holdings, real estate and multigenerational priorities.
High income with competing priorities
Professional income can create substantial opportunity to build wealth while also bringing decisions around taxes, retirement savings, insurance, debt, property and long-term family goals.
Turning assets into a workable retirement plan
Retirement planning can connect spending, income sources, Social Security, retirement accounts, investments, property and the timing of major life decisions.
Why financial planning in the DC region often requires more than portfolio management.
Benefits are part of the investment picture
TSP assets, pensions, insurance and Social Security can materially affect retirement decisions and should be considered alongside outside investments.
Washington careers often cross sectors
Professionals may move among government, law, consulting, associations, nonprofits and private industry. Compensation, benefits and retirement planning should adapt as careers change.
Private-company wealth behaves differently
Business owners may have significant net worth tied to an illiquid enterprise. A coordinated plan distinguishes company value from investable capital and household liquidity.
Property can dominate net worth
Homes and investment property across DC, Northern Virginia and Maryland can represent substantial value while remaining relatively illiquid and carrying ongoing costs.
DC wealth is regional
A client may work in the District, live in Virginia or Maryland, own property elsewhere and retire in another state. Financial planning should recognize that regional reality.
More assets create more coordination needs
As wealth grows, the challenge increasingly becomes coordination across investments, taxes, cash flow, insurance, estate planning, charitable goals and family decisions.
Financial planning and wealth management for Washington, DC clients.
Tailored Financial Planning
Build a consolidated view of goals, assets, liabilities, savings, risk considerations, insurance and investment recommendations. For DC households, this can connect career benefits, property and investment assets.
Investment & Asset Management
Ongoing investment advice and management based on objectives, time horizon, risk profile and broader financial circumstances. Manna’s current materials emphasize diversified, low-cost management rather than market timing or individual-stock selection as the core approach.
Comprehensive 401(k) Guidance
Review employer retirement plans and connect them with other investment and retirement assets. For Washington professionals, this can be especially relevant when changing employers or moving between government and private-sector roles.
Retirement Planning
Evaluate retirement timing, income needs, retirement accounts, Social Security considerations and what-if scenarios. Federal retirement benefits can be considered within the broader household plan.
Tax-Minded Guidance
Consider tax consequences as part of investment and financial planning, while coordinating individualized tax advice with the client’s CPA or qualified tax professional.
Financial Modeling
Customized modeling may include Monte Carlo analysis, net-worth projections, cash-flow projections and progress toward retirement and other financial goals.
Insurance Review
Review insurance considerations within the financial plan so protection needs are evaluated alongside income, assets, family responsibilities and liquidity.
Estate Planning Review
Review estate-planning considerations and recommendations within the financial plan while coordinating legal implementation with the client’s estate attorney.
Education Planning
Consider education goals and funding recommendations while keeping retirement, cash flow and other family priorities in view.
Ongoing Strategic Advice
Periodic reviews help update the financial and investment strategy as income, family circumstances, career direction, retirement timing and goals change.
Situational Counsel
Help organize financial decisions after major events such as a career transition, business sale, inheritance, large liquidity event or other change, including coordination with outside professionals where appropriate.
High-Net-Worth & UHNW Planning
Manna’s UHNW offering addresses comprehensive wealth planning, investment management, tax-strategy coordination, estate and legacy planning and family-office-level guidance for complex families.
For affluent Washington families, complexity is usually the real planning problem.
High-net-worth households often accumulate assets across many structures: brokerage accounts, retirement plans, concentrated equity, business interests, real estate, trusts, charitable goals and future estate-planning decisions. The challenge is making those pieces work together.
Manna’s UHNW materials describe work involving founders after liquidity events, multigenerational families, concentrated-equity principals, cross-border or global exposure and families transitioning toward family-office structures.
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Investment strategy
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Cash-flow planning
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Retirement modeling
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Concentrated wealth
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Tax coordination
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Estate & legacy planning
Local access backed by decades of private wealth-management experience.
Manna Wealth Management traces its advisory history to 1962 and maintains a Washington, DC office at 1100 15th St NW. David D. Kassir, AAMS®, CMFC, CBDA, serves as Managing Director and Senior Financial Advisor and brings approximately three decades of private wealth-management experience.
His career began in 1994 with work that included corporate retirement plans and retirement planning. Today, Manna serves individuals, families, executives, business owners and retirees whose financial lives may include employer benefits, investment assets, property, business interests, concentrated holdings and multigenerational goals.
The objective is a coordinated advisory relationship that can evolve as careers, markets, family circumstances, retirement timing and priorities change.
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 Washington-area clients frequently ask.
If I have a federal retirement benefit and a TSP, do I still need a broader retirement plan?
Why can a Washington professional have high income but still feel financially behind?
What if most of my net worth is in a DC-area home?
Can a financial advisor help coordinate a TSP with outside investments?
How should a DC executive think about concentrated company stock?
How can a Washington business owner prepare for a future sale?
How should charitable giving fit into a DC family's financial plan?
What should I bring to a first meeting with a Washington financial advisor?
What changes financially if I leave federal service for a private-sector job?
How should a government contractor think about wealth tied to one company?
How should an attorney or consultant plan around variable compensation?
Does living in Washington, DC make estate planning more complicated?
What should I consider before moving from Washington to another state after retirement?
Is a high net worth enough to support a family-office-style approach?
Why might a Washington family need more than investment management?
Bring the full financial picture to the conversation.
Discuss retirement planning, investment management, business wealth, federal benefits, high-net-worth planning or another financial decision that matters to you.
MANNA WEALTH MANAGEMENT
1100 15th St NW
Washington, DC 20005, United States
Phone: +1 703-533-0030
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Areas Where We Serve
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Washington DC