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Wealth Building - Using the Three Pillars of Wealth

Capitol Investors,

this meetup will cover wealth building and how to use the three pillars of wealth to create your success in real estate! 

This week's speaker is Kyle Denison, a Financial Consultant with XML Financial Group.  Originally from Las Vegas, Kyle moved to Northern Virginia where he graduated cum laude from George Mason University’s School of Management with a Bachelor of Science degree in finance.  He is currently continuing his education with Kaplan University and is in the process of completing the requirements needed to sit before the Certified Financial Planners Board of Standards to obtain his CFP designation.  Kyle holds the Series 7 and 66 securities registrations through LPL Financial as well as Life, Health and variable annuity insurance licenses.  Kyle is active with George Mason’s School of Business Alumni Association and is the current co-chair of the event’s committee for the Community Foundation’s Future Fund.

About XML and its founders XML Financial Group is an independent financial services and wealth management firm. After spending nearly forty years of combined experience at Merrill Lynch, Brett Bernstein CFP and Robert Kantor left Merrill and co-founded XML Financial Group, an affiliate of LPL Financial. Today, XML manages nearly $600 million in brokerage and advisory assets with offices in Rockville and Tyson’s Corner. The advisors at XML specialize in asset titling and estate planning needs, philanthropic planning, tax planning, comprehensive insurance planning, retirement planning (including plan design assistance and forecasting), and traditional investment management.

We look forward to seeing you there!

~Sanam & Jennifer

"To win without risk is to triumph without glory." – Pierre Corneille

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  • Jennifer T.

    Thank you, Rin. I really personally got a lot out of last night's meeting as well. I'm trying to keep the end goal of investment in mind and not just get caught up in the real estate minutia. Great to see you there!

    August 29, 2014

  • Rin

    Very informative as always. Very useful. Well organized. Jeniffer and I think sharon discussed really useful topic. Thanks Sanam & Jennifer.

    2 · August 28, 2014

  • Mandy M.

    I have a single family home in Chantilly VA. where comps are $475 to $550 K- this is a whole sale home, 4 bed , 2 1/2 bath 1730 sq feet, three floor split with unfinished basement, family room with fireplace, one bonus room, a two door garage, one large shed, across the street from community pool- contact me for more info. $379 K sold as is and now occupied.

    August 23, 2014

  • Jennifer T.

    Just wanted to let people know some additional info about the topic of this meeting. Many of us real estate investors struggle to determine what the best way is to amass wealth while keeping in mind appropriate risk management techniques and portfolio diversity. Kyle Denison will help us to understand additional wealth building techniques as well as offering additional insight into our overall investment strategies. I have never seen a presentation like this before at any of the real estate meetings or REIAs, so we are super-excited to be able to offer you such a unique and advanced topic within investment!

    1 · August 11, 2014

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