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.

Clarendon

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

Ballston

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

Courthouse

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

McLean

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

Tysons Corner

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

Alexandria

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

Falls Church

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

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.

Situational Counsel

Receive guidance around significant financial events such as a career transition, inheritance, business sale, real estate transaction or other liquidity event, with outside professional coordination where appropriate.

High-Net-Worth & UHNW Planning

For clients with more complex financial lives, Manna Wealth Management provides broader coordination across investment management, liquidity, tax-aware planning, estate and legacy considerations, business interests and multigenerational family wealth.

Wealth planning should reflect how your income and assets are actually structured.

Federal employees & contractors

Coordinate TSP assets, federal retirement benefits, outside investments, cash flow and the timing of a future retirement transition within one household strategy.

Executives & technology professionals

Coordinate salary, bonuses, equity compensation, concentrated company stock, retirement assets and liquidity as interconnected parts of the wealth plan.

Federal employees & contractors

Coordinate TSP assets, federal retirement benefits, outside investments, cash flow and the timing of a future retirement transition within one household strategy.

Federal employees & contractors

Coordinate TSP assets, federal retirement benefits, outside investments, cash flow and the timing of a future retirement transition within one household strategy.

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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Common questions about financial planning and wealth management.

These questions reflect the types of issues we often help clients organize within a broader financial plan.
Can a financial planner help coordinate my TSP with other retirement accounts?
Retirement planning can consider workplace retirement assets alongside IRAs, taxable investments, income needs and other household resources. The appropriate analysis depends on the applicable benefits and advisory relationship.
Is my Arlington home part of my investment diversification?
Property is part of the household balance sheet, but it is not interchangeable with liquid investments. Value, debt, carrying costs and liquidity should be considered separately.
Can financial planning help if I expect to retire from federal service?
A retirement analysis can bring together expected income, retirement accounts, spending needs, investment assets and timing. Federal benefits have specific rules, so applicable plan documents remain important.
What is the minimum to open a Manna asset-management account?
Manna’s current Form CRS states that the firm has a $250,000 minimum to open an asset-management account. Current advisory documents should be reviewed for complete terms.
Can a financial plan include estate-planning considerations?
Yes. Manna’s Form CRS identifies estate-planning review and recommendations as potential financial-planning services. Legal drafting and implementation should be handled by qualified estate counsel.
What should I bring to a first financial-planning meeting in Arlington?
Useful information can include investment and retirement statements, income and spending information, debts, insurance, property information, business interests and upcoming financial decisions.
How often should an Arlington financial plan be reviewed?
Review frequency depends on the client’s circumstances. Manna’s approach emphasizes ongoing monitoring and review as income, family circumstances, markets and goals change.
How should an Arlington executive think about company stock or equity compensation?
Consider total economic exposure, including compensation, career income and investment holdings, when evaluating concentration, liquidity, diversification and tax considerations.
What should a Northern Virginia business owner review before selling a company?
Potential topics include liquidity, investment concentration, retirement funding, tax coordination, estate considerations and insurance. Tax and legal implementation should be handled by qualified professionals.
Do I need a financial planner if I already have a CPA?
The roles can be complementary. A financial advisor may focus on investment management and financial planning while a CPA focuses on tax matters. Coordination can help keep related decisions connected.
What does Manna's SEC registration mean for an Arlington client?
Manna Wealth Management Inc. is an SEC-registered investment adviser. Registration does not imply a particular level of skill or training. Clients should review the firm’s current Form CRS and Form ADV.
How are Manna's asset-management fees structured?
The current Form CRS states that asset-management fees are asset-based, vary and are negotiable, and are billed quarterly in advance. Other investment and custody costs may also apply.
Does Manna work with high-net-worth families in McLean and Tysons?
Manna serves Northern Virginia communities including McLean and Tysons Corner. Its published UHNW materials describe comprehensive wealth planning and related services for appropriate complex clients.
Can Manna help with a major inheritance or liquidity event?
Manna describes situational counsel as part of its services. A major liquidity event can change concentration, cash-flow, investment and estate-planning considerations, with outside professional coordination where appropriate.

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
1201 Wilson Blvd, Floor 27
Arlington, VA 22209, United States

Phone: +1 703-533-0030
Email : Info@MannaWealthManagement.com

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