Legacy Wealth Management, Inc

Legacy Wealth Management, Inc Legacy Wealth Management’s mission is to inspire and empower our clients to fulfill their legacy! Member of the Prince William Chamber of Commerce

Legacy Wealth Management’s mission is to help you build a better legacy. Our primary area of expertise is wealth management and building a secure financial future.

In honor of International Day of Charity, we're proud to highlight Northern Virginia Family Services (NVFS), our 2026 Ch...
09/05/2026

In honor of International Day of Charity, we're proud to highlight Northern Virginia Family Services (NVFS), our 2026 Charity of the Year.

NVFS is dedicated to investing in families and strengthening communities. They work to lift individuals and families in the Prince William County area from poverty to hopeful futures.

As part of our commitment to giving back, Legacy Wealth Management makes a donation to NVFS for every referral we receive. We're grateful to support their mission and the impact they continue to make.

As we head into Labor Day weekend, we're grateful for the hardworking individuals who help keep our communities moving e...
09/04/2026

As we head into Labor Day weekend, we're grateful for the hardworking individuals who help keep our communities moving every day.

In observance of Labor Day, our office will be closed on Monday and will reopen on Tuesday, September 8th.

Have a safe, relaxing, and enjoyable holiday weekend!

Back-to-school season is a reminder that learning doesn’t have an age limit.The same applies to financial planning. Ther...
08/25/2026

Back-to-school season is a reminder that learning doesn’t have an age limit.

The same applies to financial planning. There’s always more to understand, new questions to ask, and opportunities to make more informed decisions about your finances.

Have a financial question you’ve been meaning to ask? Schedule a complimentary visit with Legacy Wealth Management by calling 877-650-4738 or visiting www.lwealthmanagement.com/contact.

08/20/2026

Planning for retirement means thinking ahead for both you and your spouse.

Our CEO, Jay Sharifi, recently joined ABC7's Good Morning Washington to discuss how thoughtful planning can help couples prepare for the financial changes that may come throughout retirement.

At Legacy Wealth Management, regular conversations with our clients allow us to plan ahead and provide clarity as life changes.

Watch the full interview here:

08/17/2026

Retirement planning at 50 can look very different from retirement planning at 60 or 70.

As you move closer to and through retirement, your priorities shift.

So, what should you be focusing on right now?

Our latest blog breaks down key retirement planning considerations for your 50s, 60s, and 70s to help you understand what may deserve your attention at each stage.

Read the full blog here: https://lwealthmanagement.com/blog-and-news

At Legacy Wealth Management, how we work is just as important as the work we do.Accountability, integrity, and adaptabil...
08/13/2026

At Legacy Wealth Management, how we work is just as important as the work we do.

Accountability, integrity, and adaptability shape how we show up for our clients, work together as a team, and navigate the changes that come along the way.

Learn more about what drives our team:
https://lwealthmanagement.com/ #:~:text=WHO%20WE%20ARE-,OUR%20CORE%20VALUES,-ACCOUNTABILITY

08/11/2026

Preparing for retirement doesn’t have to feel complicated. Join us for a complimentary retirement planning seminar where we’ll walk through strategies designed to help you build, preserve, and enjoy your wealth with confidence.

Upcoming dates:
- August 17th & 18th at 10:30 am
- August 31st & September 1st at 6:30 pm

Reserve your spot today: https://lwealthmanagement.com/seminars

Today, we're celebrating Eden's one-year anniversary with Legacy Wealth Management!Over the past year, Eden has been a w...
08/08/2026

Today, we're celebrating Eden's one-year anniversary with Legacy Wealth Management!

Over the past year, Eden has been a welcoming presence for both our clients and our team. As our Front Office Assistant, she helps create a positive experience from the moment someone walks through our doors.

We're grateful for her kindness, dedication, and the care she brings to our office each day. Congratulations on your first anniversary, Eden. We're excited for all that's ahead!

Retirement is no longer just about leaving the workforce.Today's retirement can span decades, making it an opportunity t...
08/05/2026

Retirement is no longer just about leaving the workforce.

Today's retirement can span decades, making it an opportunity to redefine purpose, flexibility, and how you want to spend your time.

In our August Newsletter, we explore how retirement has changed over the past 75 years and what that could mean for your future.

If you'd like to receive more monthly insights from Legacy Wealth Management, sign up for our monthly e-newsletter here:
https://lwealthmanagement.com/ #:~:text=JOIN%20OUR%20INSIDER,EMAIL%20ADDRESS

Address

10432 Balls Ford Road, Suite 120
Manassas, VA
20109

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 12:30pm

Telephone

+17034579940

Website

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