Your Experience
Matters More
Multi-generational wealth management for discerning families and executives. We guide your financial journey with expertise, discretion, and unwavering commitment.
100+ Years
Collective Experience
Fiduciary
Standard of Care
$2B+
Assets Under Management
Guiding Wealth Through Generations
Two Lights Private Wealth represents the pinnacle of sophisticated wealth management. Our multi-generational approach ensures that your financial legacy transcends time, providing guidance and stability through every market cycle and life transition.
Our clients span across the globe—from distinguished retirees to high-ranking corporate executives, successful business owners, law firm partners, and affluent families who demand nothing less than exceptional service and results.
100+
Years Combined Experience
500+
Satisfied Families
Personalized Approach
Every client receives a tailored wealth management strategy designed around their unique goals and circumstances.
Trusted Partnership
Building long-term relationships based on trust, transparency, and mutual respect across generations.
Global Perspective
Leveraging worldwide investment opportunities while maintaining a deep understanding of local markets.
Excellence Standard
Committed to the highest standards of fiduciary responsibility and professional excellence in all we do.
Comprehensive Wealth Solutions
Our integrated approach to wealth management encompasses every aspect of your financial life, from investment strategy to legacy planning, delivered with the highest level of sophistication and care.
Investment Management
Sophisticated portfolio strategies tailored to your risk tolerance and objectives.
- Asset Allocation
- Risk Management
- Performance Monitoring
Wealth Preservation
Comprehensive strategies to protect and preserve your wealth across generations.
- Estate Planning
- Tax Optimization
- Insurance Solutions
Financial Planning
Holistic financial planning that adapts to your life's changing circumstances.
- Retirement Planning
- Cash Flow Analysis
- Goal Setting
Corporate Services
Specialized financial solutions for executives and business owners.
- Executive Compensation
- Stock Options
- Succession Planning
Alternative Investments
Access to exclusive investment opportunities beyond traditional markets.
- Private Equity
- Real Estate
- Hedge Funds
Family Office Services
Comprehensive wealth management for ultra-high-net-worth families.
- Multi-Generation Planning
- Philanthropic Strategies
- Governance
Ready to Elevate Your Wealth Strategy?
Discover how our personalized approach can help you achieve your financial goals and secure your family's future.
Schedule Your ConsultationYour Team
Meet the experienced professionals behind Two Lights Private Wealth. Our team combines decades of expertise with a genuine commitment to your financial success.
Lauren A. Barnak
Private Wealth Advisor
CFP®
JP Moraca
Private Wealth Advisor
CFP®, RICP®
Brian Grissom
Private Wealth Advisor
CFP®, ChFC®, CLU®, RICP®
Katie N Beavers
Director of Operations and Client Service
CFP®
Harry Dunne
Financial Planning Analyst
Katie Anderson
Private Wealth Advisor
CFP®, WMCP®, ChFC®, CLU®
Conor Lyons
Director of Retirement and Income Planning
CFP®
Sean M Franklin
Operations and Investment Support Manager
Nick McClure
Associate Wealth Management Advisor
CFP®, RICP®
Tyler Thornberry
Investment Operations Specialist
CFP®
Kim Darling
Director of Insurance Operations
Barbara Heidt
Director of Insurance Operations
Nolan Woodruff Stokes
Private Wealth Advisor
CFP®, RICP®, CASL®, CLU®
Rob Robertory
Private Wealth Advisor
CFP®, CFA®
Two Lights Private Wealth
Market Insights & Analysis
Stay ahead of market trends with our weekly insights, expert analysis, and strategic perspectives on current financial events affecting affluent investors.
Weekly Market Intelligence
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Client Testimonials
Discover what our distinguished clients say about their experience with Two Lights Private Wealth. Their success stories reflect our commitment to excellence and personalized service.
“Two Lights has been instrumental in preserving and growing our family's wealth across three generations. Their sophisticated approach to investment management and estate planning has exceeded our expectations consistently.”
Margaret Thompson
Retired Fortune 500 CEO
McLean, VA
“As a busy physician, I needed advisors who understood the complexities of my financial situation. Two Lights provides the level of expertise and personal attention that allows me to focus on my practice with complete confidence.”
Dr. James Mitchell
Orthopedic Surgeon & Practice Owner
Alexandria, VA
“Following our company's successful IPO, we needed sophisticated wealth management. Two Lights crafted a comprehensive strategy that optimized our tax situation while positioning us for long-term growth.”
Richard & Susan Chen
Technology Entrepreneurs
Potomac, MD
“The team at Two Lights understands the unique financial challenges facing legal professionals. Their proactive approach to tax planning and retirement strategies has been invaluable to our family's financial security.”
Elizabeth Harrison
Partner, International Law Firm
Georgetown, DC
“Two Lights has helped us navigate complex family business succession planning while optimizing our investment portfolio. Their multi-generational perspective aligns perfectly with our family's long-term vision.”
Michael Rockwell
Real Estate Developer
Vienna, VA
“Having worked internationally for decades, I appreciate Two Lights' global perspective on wealth management. Their expertise in international tax planning and currency strategies is truly exceptional.”
Ambassador Patricia Williams
Former U.S. Ambassador & Board Member
Chevy Chase, MD
98%
Client Retention Rate
$2.1B
Assets Under Management
25+
Years Average Client Relationship
4.9/5
Client Satisfaction Score
Begin Your Wealth Journey
Schedule a confidential consultation to discuss your financial goals and discover how our personalized approach can elevate your wealth management strategy.
Get in Touch
Office Location
10306 Eaton Place, Suite 420
Fairfax, Virginia 22030
Phone
Office Hours
Monday - Friday: 8:00 AM - 6:00 PM
Saturday: By Appointment
Sunday: Closed
FINRA Registered
Learn more about Northwestern Mutual Investment Services, LLC and our financial representatives.
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