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William Phillips
Capitol Hill, DC and Greater Metro Area

Meet William A Phillips, Financial Professional and Vice President of Lifetime Wealth Management.

"Building a secure financial future matters to you. It William A Phillips Financial Advisor DC Lifetime Wealth Management matters to me too and that is why I am here to help. To build that future right--especially in a challenging economic climate--takes commitment, planning, and the services of a professional you can trust."

At Lifetime Wealth Management my expert team and I offer custom financial solutions for individuals, families, and businesses on Capitol Hill and in the Greater DC Metro area. I focus on  retirement planning, wealth management strategies, wealth protection strategies, and business succession planning.

These are questions I help answer everyday:

(Tip:mouse over the questions to find some answers!)

Let's take the guesswork out of achieving your goals and start putting together a roadmap to your financial independance.

"Contact William personally with your questions or schedule a complimentary consultation now."

I look forward to meeting you soon!

Your past, present and future referrals are the highest form of praise. Thank you!

We invite you to explore the site to learn more about William and what Lifetime Wealth Management resources can do for you.


Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Car Affordability

How much can you afford to pay for a car?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

More Calculators →

Contact Info


  • (202) 681-1161
  • (703) 205-0383 OfficeAdmin
  • (703) 207-0942 Fax

william.phillips @lwm.us.com

Local Office | Branch Office

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