Financial Planning for Veterans, Federal Employees & Executives
Renew Wealth Management is a fee only, fiduciary registered investment advisor in Alexandria, Virginia. We work with military veterans, federal employees, executives, and retirees. These are people whose financial lives involve moving parts that most advisors don't see every day.
🎖️ Military retirement and survivor elections
🏛️ FERS and CSRS annuities
📊 TSP allocation and withdrawal strategy
🧾 Concentrated stock, RSUs, and tax centric planning
📁 Estate planning and legacy design
Running through all of it is a tax centric approach, because what you keep matters more than what you earn.
Fee only means our compensation comes from our clients and no one else. No commissions, no product sales, no hidden incentives. Fiduciary means we are required to put your interests first, and not just when it happens to be convenient.
📅 WORK WITH US
Schedule an introductory call: https://calendly.com/jsimon-jhe/complimentary-consultation
🌐 Website: https://renewwealthmgmt.com
✉️ Email:
📍 277 S. Washington St., Suite 210, Alexandria, VA 22314
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Renew Wealth Management LLC is a registered investment advisor. This video is for informational and educational purposes only and does not constitute investment, tax, or legal advice, or an offer or solicitation to buy or sell any security. Past performance does not guarantee future results. Consult a qualified professional regarding your specific situation.