Lisa McCurdy is Managing Partner of The Wealth Counselor, LLC, a boutique estate planning and asset protection law firm whose lawyers counsel clients with in the U.S. and abroad on all aspects of legacy planning, wealth transfer, and generational wealth preservation. Lisa helps her clients to gain peace of mind that only planning can provide. Through the Defining Legacy Group, LLC, the consulting firm she founded, Lisa 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.
A deliberate community leader, Lisa was recently elected as the first African American President of the Rotary Foundation of Washington, D.C. (2021-2022), after having served as the first African American and fifth female President of the prestigious Rotary Club of Washington, D.C. (2018-2019) in its 107-year history. Lisa is especially proud of the Club’s decades of impact in the community to ensure citizens of all eight wards in the District of Columbia, her beloved hometown, live their best lives.
Additionally, Lisa serves on the Board of Trustees of the St. Anselm’s Abbey School and the Board of Directors of the National Alliance for Safe Housing (NASH), and is a member of the AEI Leadership Network, Washington, D.C. Chapter of The Links, Incorporated, and Washington, DC Alumnae Chapter of the Delta Sigma Theta Sorority, Inc.
Lisa lives in Washington, D.C. with her husband, Raymond, and their son, Heracles (canine). Their son, Robert (human), lives in New York City.
Lisa G. McCurdy, Esq.
Managing Partner
The Wealth Counselor LLC
Your Lifetime Attorneys for Your Lifelong Journey™
1325 G Street, NW
Suite 500
Washington, D.C. 20005
202-253-9667 direct line
202-552-7383 phone
lgmccurdy@thewealthcounselor.com
https://www.thewealthcounselor.com/
