Broker Check

277 South Washington Street, Suite 210, Alexandria, VA 22314

703-712-3684
npleisch@kingswoodus.com
Client Login

FULL CIRCLE

We plan for the full circle of life, not just retirement. Your financial journey (and your retirement) will be most enjoyable when you've set and hit goals all along the way!

Learn More

TRUSTED

More than an advisor, we seek to be your partner, coach, and friend.

Learn More

Service

We have a history of service, to our clients and to our country.

Learn More

WHERE DO YOU WANT YOUR FINANCIAL JOURNEY TO TAKE YOU?

“Live a full life; live a rich life; live your life with passion.”

We have one short opportunity on this planet. Our purpose is to help people and families make the most of it, and help them leave an amazing legacy for others along the way. We do this through full service financial planning and wealth management - investment management, retirement planning, estate planning, protection… LIFE planning. Not just for the future, but for right now, as well. Contact us today to get started.

8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

Who We Are

We’re family oriented. We have kids. We have careers. We have crazy lives. Just like you. But every family has a different journey ahead of them. We focus on YOUR goals and aspirations, not on products. With us, you’re a part of the family.

Learn more

"Someone’s sitting in the shade today because someone planted a tree a long time ago."

- Warren Buffett

"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."

- Alexa Von Tobeln

Designed for You
A New Approach to Planning

Planning for only one life event would be like having only one puzzle piece and expecting the entire picture to come together. We’re here to help YOU design and craft YOUR masterpiece.

Learn more

"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."

- Alexa Von Tobeln

"Someone’s sitting in the shade today because someone planted a tree a long time ago."

- Warren Buffett

Explore Some of Our Services

Investments

Investments

We create strategies that are tailored to your needs and goals.

Learn more
Retirement

Retirement

Years of experience have prepared us to guide you through your life transitions.

Learn more
Lifestyle

Lifestyle

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Learn more
Estate

Estate

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

Learn more

Take control and learn about where your money can go today

Take that first step to personal investing with our library of resources

Grantor Retained Annuity Trusts (GRATs)

Grantor Retained Annuity Trusts (GRATs)

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
Learn More
When Heirs are Imperfect

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Learn More
The Basics of Medicare

The Basics of Medicare

Learn all about Medicare basics in this informative and insightful article.
Learn More
Universal Life Insurance

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Learn More
Four Steps to Valuing an Estate

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Learn More
The Rule of 72

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Learn More

Tell Us How We Can Help You Today

Thank you!
Oops!