Who We Serve Best
Financial Advisor for Pre-Retirees and Retirees in Northern VA
Helping You Bridge the Wealthspan Gap™
At Longevity Wealth Strategies, we work with successful individuals and families who want to retire with confidence and live fully throughout their Wealthspan, the time your wealth supports the life you want to live.
We specialize in comprehensive, tax-efficient financial planning designed to solve the real challenges of today’s modern pre-retiree, from multi-state income complexity to rising healthcare costs and legacy protection.
Our goal is simple: to help you bridge the Wealthspan Gap™, the difference between how long you want to live well in retirement and how long your money is projected to last.
The People We Serve Best
We partner with pre-retirees, business owners, and executives who:
Have built meaningful wealth and need sophisticated, coordinated strategies to preserve and grow it
Are approaching or navigating major life transitions, pre-retirement, business exit, or empty nest
Value partnership over transactions and want a long-term relationship built on trust, not sales
Seek clarity, not complexity, and appreciate objective advice for multi-state planning and tax management
We proudly serve clients throughout Northern Virginia and the Mid-Atlantic region, including Vienna, Oakton, Tysons Corner, Loudoun County, and Annapolis, Maryland.
We are licensed to serve high-net-worth clients in VA, MD, DC, CA, FL, NC, and PA, and we continue to grow with families who share our belief that wealth should support life, not define it.
Six Stories. Maybe Yours Is Here
Below, you'll meet six people whose lives may mirror your own. Different stages, different challenges, same core question: "What's next and how do I make sure I'm ready?"
These aren't client testimonials. They're composites, based on hundreds of conversations with people just like you.
The names have changed, but the situations, fears, and questions are real.
As you read, ask yourself: Which story sounds most like mine?
We're not for everyone and that's by design. But if you see yourself in any of the stories below, we should talk.
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Susan & Steve - Retirement on the Horizon, Questions on Their Mind
Pre-Retirees in their Mid-50s. Kids nearly launched.
You’ve worked hard, careers at their peak or gently winding down. You’ve saved thoughtfully and invested with care. Yet, as retirement draws near, questions start to surface.
“Are we truly ready to retire - or are we overlooking something important?”
“Do we have a clear, actionable plan - or just a collection of accounts?”
You want more than numbers - you want a retirement plan that fits your lifestyle, reflects your values, and supports your future dreams.
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Kevin & April - High Earners, Running on Empty
Tech professionals - Parents of three. Life is in overdrive.
Long hours, demanding projects, endless kid schedules - you’re juggling it all. Salaries, RSUs, and bonuses look great on paper, but the pace leaves little bandwidth to think beyond the next deadline.
“Are we making the most of our income?”
“Are we building wealth—or just spinning plates?”You’re looking for relief from the complexity - without adding another spreadsheet to your life. You want a smarter system to optimize equity compensation, reduce tax burdens, and create financial breathing room so your family can thrive now and in the future.
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David - Built a Business. Now What?
Entrepreneur. Owner. Builder of something real.
You’ve poured years into creating something of value - your business is more than a job, it’s part of who you are. But now your focus is shifting. It’s time to protect what you’ve built and decide what freedom looks like for you.
“How do I turn my business into personal freedom?”
“What’s my exit strategy - and will it actually work?”You’re not looking for cookie-cutter solutions. You want financial guidance designed for business owners - strategy that blends vision, tax efficiency, and a clear plan for life after the business.
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Lia - The Doctor Who Cares for Others
Physician. Leader. Lifelong caretaker.
Years of dedication to patients, colleagues, and family have shaped your life’s work. You’ve achieved professional success and earned well - but somewhere along the way, your own future took a back seat. Now you’re ready to ask the questions you’ve put off for too long.
“What if I don’t want to work forever?”
“How do I turn income into independence?”
You want a plan designed for medical professionals - one that turns years of hard work into lasting freedom, reduces financial strain, and puts your goals at the center. This is about building wealth to serve your life, not the other way around.
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Carl & Denise - Caregivers in the Middle, Searching for Peace of Mind
Married. Empty nesters.
Life in the “middle” comes with its own challenges - you’re supporting adult children, caring for aging parents, and making countless daily decisions. You’ve worked hard and saved steadily, but questions about your own future keep surfacing.
“We’ve saved—but are we truly secure?”
“Who’s looking out for us?”
You want more than investment management. You need a plan that protects your retirement readiness while honoring family commitments - a strategy that supports your whole life, reduces worry, and gives you the confidence to enjoy what you’ve built.
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Emma - Doing It All & Wondering If It’s Enough
Single mom. Three kids. Career on the move.
You juggle countless roles - provider, caregiver, and role model. You’ve done a lot on your own, but sometimes the weight of it all makes you wonder if it's enough or if you have to face it alone.
“Is what I’ve done enough?”
“Can I do this alone?”
You don’t need perfection. You want a plan - and a trusted guide - who truly understands the unique challenges of solo parenting and wealth building, helping you create stability and opportunity for your family’s future.
If You’re Still Reading, This Is For You
Most people don’t make it this far. But you did and that says something important.
Here at Longevity Wealth Strategies, we work with people who want more than a retirement plan. You want a life that truly fits your values, your time, your legacy.
You’re seeking clarity, confidence, control and a plan that makes those real.
What We Believe
Money is a tool, not the finish line.
The right advice should make life simpler, not more complicated.
Your plan should be as personal as your story not just a reflection of your savings.
Retirement isn’t the end it’s the start of a meaningful next chapter.
You don’t need all the answers before you ask for help.
When You Know It’s Time for More
You want clarity, not confusion.
You want your money connected to your meaning.
You’re ready to ask the big questions, like “What’s next for me?”
You’re willing to take action, even if it feels a little scary.
Your Next Step
Most people don’t know if their wealth can truly last as long as they will. Find out where you stand.
Find Out What Your Wealthspan Could Be