Tomi Wealth Management by AdvisorLink

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Tomi Wealth Management

By AdvisorLink

Our Primary Purpose
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

Finding Your Fit
We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.

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Meet Our Team

CONTACT:

(703) 559-7316
dnitta@advisorlink.com

David H. Nitta

Wealth Management Advisor

David is a wealth management advisor at Tomi Wealth Management. He has 19 years of experience in financial services and uses state-of-the-art technology and platforms for financial planning, business planning, tax planning strategies, and portfolio management. David specializes in working with business owners, high-income and high-net-worth professionals. He has built lifelong relationships with his clients by taking the time to understand and discover what is truly important to them and implementing advanced financial planning strategies to help them pursue their goals. David is committed to providing the high level of client service that everyone deserves.

In his free time, he is an avid golfer, enjoys scuba diving and is a varsity football coach at Tuscarora High School. He lives in Leesburg, VA with his wife Julianne and two of their three children, Audrey and Colby. His oldest son Caleb is studying engineering and playing football at Virginia Tech.

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CONTACT:

(703) 559-7316
djones@advisorlink.com

D'Andre Jones

Director of Investment Operations

D’Andre Jones is the Director of Investment Operations. He began working in financial services in 2012 and has continued to build his expertise as he expands his knowledge in key areas within the industry. His formal education was at Old Dominion University where he received a bachelor’s degree in Finance. In his free time, D’Andre enjoys spending holidays and vacation time with his family, as well as spending time with his dog, Roger.

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Our Services

How We Work
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Investments

Bonds
Common Stock
Educational IRA
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Brokerage Accounts
Treasury Bills
Government Securities
Treasury Notes
Variable Annuity

Financial Planning

Retirement Plans
Tax Planning Strategies
401(k) Planning
403(b) Planning
College Funding Strategies
Estate Plans
Money Purchasing Plans
Profit Sharing Plans

Insurance

Disability Income Insurance
Life Insurance
Long-Term-Care Insurance

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Tomi Wealth Management

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