Fiduciary Financial Advisor Near Me – Alexandria, VA

Working with the right Financial Advisor in Alexandria, VA.

Alexandria Challenge


Finding the right experienced financial advisor in Alexandria, VA is often a challenge for many Virginians. This is because Pre-Retirees and Retirees in Alexandria, VA all have different needs and a myriad of financial goals and objectives. We provide wealth management, financial planning, investment solutions, insurance solutions, advanced tax strategies and retirement planning.

Consider these facts:

  • In the best of times, an experienced financial advisor can be an invaluable ally to those of us that need their advice.
  • During difficult economic times, that invaluable ally can turn into an indispensable confidant.

Sometimes, the search can become quite complex, especially when looking for experienced, trusted financial advisors in Alexandria, VA that have unique skills.

The real challenge lies in identifying and selecting a trusted experienced financial advisor in Alexandria, VA that is a perfect fit for an individual saver or investor.

That’s why as a sought-after financial advisor in Alexandria, VA, David D. Kassir, at Manna Wealth Management, believes you can confidently rely on our firm’s vast experience and more importantly trust in placing you first above and beyond anything else. Those Values and Principals have existed since our inception in 1962.


Retirement Planning Services


Importance of Retirement Planning

Retirement planning is a crucial aspect of financial management that ensures you can enjoy your golden years without financial worries. Manna Wealth Management understands the importance of a well-structured retirement plan and offers personalized solutions to help you achieve your retirement goals.

Types of Retirement Accounts

When it comes to retirement savings, Manna Wealth Management can guide you through various types of retirement accounts, such as Individual Retirement Accounts (IRAs), Roth IRAs, and 401(k) plans. Each account type has its unique advantages, and their team of experts will help you determine the best fit for your specific situation.

Strategies for Retirement Savings

Manna Wealth Management employs effective strategies to optimize your retirement savings. They assess your financial situation, risk tolerance, and goals to create a customized retirement plan that maximizes your savings potential. From selecting appropriate investment options to managing your portfolio, their expertise ensures you are on track for a comfortable retirement.


Investment Services


Understanding Investment Options

Investing can be complex, but Manna Wealth Management simplifies the process by providing expert guidance. They will help you understand the various investment options available, such as stocks, bonds, mutual funds, and exchange-traded funds (ETFs). By assessing your risk tolerance and investment goals, they can recommend suitable investment strategies tailored to your needs.

Risk Management in Investments

Managing risk is a critical aspect of investment planning. Manna Wealth Management employs risk management techniques to protect your investment portfolio from potential market volatility. They diversify your investments, monitor market trends, and make adjustments when necessary to minimize risks and maximize returns.

Diversification for Long-Term Growth

Diversification is key to long-term investment growth. Manna Wealth Management helps you create a diversified investment portfolio by allocating your assets across different asset classes, industries, and geographical regions. This approach reduces the impact of market fluctuations on your investments and increases the potential for consistent growth over time.

Estate Planning Services


Importance of Estate Planning

Estate planning is essential for protecting your assets and ensuring they are distributed according to your wishes after your passing. Manna Wealth Management offers comprehensive estate planning services to help you create a solid plan. They take into account factors such as wills, trusts, powers of attorney, and healthcare directives to develop a tailored estate plan that reflects your desires and safeguards your wealth.

Creating a Will and Trusts

Drafting a will and setting up trusts are essential components of estate planning. Manna Wealth Management assists you in creating a legally sound will that clearly outlines your wishes regarding asset distribution. They can also guide you in establishing trusts, such as revocable living trusts or irrevocable trusts, to manage your assets and minimize probate-related complexities.

Minimizing Estate Taxes

Estate taxes can significantly impact the value of your estate. Manna Wealth Management employs strategic estate planning techniques to minimize estate taxes, allowing you to pass on more of your wealth to your loved ones. Their team stays up to date with the latest tax laws and utilizes legal strategies to maximize tax efficiency.


High Tax Solutions


Tax Planning Strategies

Taxes can be a significant burden on your finances, but Manna Wealth Management has the expertise to help you navigate the complexities of the tax landscape. They provide effective tax planning strategies to minimize your tax liability while remaining compliant with tax regulations. By optimizing deductions, credits, and exemptions, they can help you save money and achieve your financial goals.

Utilizing Tax-Advantaged Accounts

Manna Wealth Management guides you in utilizing tax-advantaged accounts to optimize your tax savings. They can advise you on accounts such as Health Savings Accounts (HSAs), Flexible Spending Accounts (FSAs), and 529 college savings plans. By strategically utilizing these accounts, you can benefit from tax advantages while meeting specific financial objectives.

Deductions and Credits for Tax Optimization

Manna Wealth Management helps you identify deductions and credits that can optimize your tax situation. They stay informed about tax law changes and leverage available deductions and credits to your advantage. Whether it’s maximizing deductions for homeownership or claiming credits for education expenses, their tax experts ensure you receive every tax benefit you’re entitled to.


Manna Wealth Management: Expertise and Approach


With Manna Wealth Management, you gain access to a team of experienced professionals dedicated to your financial success. They take a personalized approach, understanding your unique circumstances, and tailoring their services accordingly. By leveraging their expertise, you can navigate complex financial matters with confidence and work towards achieving your short-term and long-term goals.

Manna Wealth Management offers a comprehensive suite of financial services in Alexandria, VA, covering retirement planning, investments, estate planning, and high tax solutions. Their team of experts provides personalized guidance, enabling you to make informed financial decisions and secure your financial future. With their knowledge and experience, you can navigate the complexities of the financial landscape with ease and peace of mind.


By Appointment only, for a Complimentary one hour consultation – Please call 703-533-0030

Why a Planner?

So, why does finding the right financial advisor in Alexandria, VA make that much of a difference? It matters because they have the knowledge, experience, and expertise to help savers and investors optimize their savings over the long run. There are so many factors to consider and an equally large number of questions to ask.

Areas Where We Serve

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    This information is intended for use only by residents of (VA, DC, MD, FL, TX, LA,TN). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as she may not be registered in all states. Insurance-related services may not be provided to individuals residing in any states other than (VA, MD).

    Investments and Insurance products:

    Not insured by FDIC or any Federal Government Agency
    MAY Lose Value
    Not a deposit of or Guaranteed by a Bank or Any Bank Affiliate
    Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC(WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. WellsTrade brokerage accounts are offered through WFCS. Any other referenced entity is a separate entity from WFAFN.

    Manna Wealth Management is a separate entity from WFAFN

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