The Wealth Counselor LLC

The Wealth Counselor
Contact Name: Lisa McCurdy
Business Name: The Wealth Counselor LLC
Business Genre:
Short Business Description: “Your Lifetime Attorneys for Your Lifelong Journey” – Estate and Asset Protection Law Firm
Long Business Description:

The Wealth Counselor, LLC is a boutique estate planning and asset protection law firm that counsels high net-worth clients with in the U.S. and abroad on all aspects of legacy planning, wealth transfer, and generational wealth preservation. We help our clients to gain peace of mind that only planning can provide.  Through our sister company, Defining Legacy Group, LLC, we recently authored “The Legacy on Purpose℠: A Journal That Celebrates Life,” a journal filled with 59-weeks of liberating exercises and expressions of purpose meant to stimulate thinking, insight, and discussion on your living legacy.

The Wealth Counselor strives to refocus estate planning from death, dying and disability planning to planning that celebrates life! Learn how to prepare a tailored estate plan that leaves you feeling liberated and excited for the next chapter in your legacy. #AreYouPrepared

Business Website Address:
Business Phone Number: 202-552-7383
Business Fax: 1-888-644-8504
Business Address: 1325 G Street, NW, Suite 500, Washington, DC
ZIP Code: 20005
  • You deserve peace of mind.

Send Message to listing owner

Listing Title: The Wealth Counselor LLC