SEC CRD #801-123581
Northern VA & DC Wealth Management: Retirement & Estate 11702 Bowman Green Drive, Suite 300, Reston, VA 20190 (703) 537-8351 thomas@tm-wealth.com Client Portal LIVE WEBINAR Making Sense of Your Stock Options September 9th | 12 - 12:30 PM Register Now! Stock options can be a valuable part of your compensation package, but understanding how they work and how they fit into your overall financial plan can be challenging. In this webinar, we'll break down the different types of stock options, key dates and tax considerations, common mistakes to avoid, and strategies for making informed decisions. Whether you're new to stock options or looking to maximize their potential, you'll leave with practical insights to help you make the most of this important benefit. T.M. Wealth Management Independent. Boutique. Fiduciary. Start Here Live Life On Purpose Are you on track to achieve the things that really matter? Start here Retirement Redefined. Attitudes about retirement are changing. Are you ready? Start Here What is wealth management? Wealth management and financial planning are not the same. Start Here Our Process We have a proven, repeatable process designed to assist clients in Northern Virginia and beyond. This approach helps you clarify what is important to you, identify your goals, and benchmark your current financial reality. Our tailored process provides you with valuable insights to make informed financial decisions, increasing the likelihood of achieving your financial goals.
THOMAS R. SENECA
MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER
๐ (703) 537-8351
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AUM
$210M
Location
RESTON, VA
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