Wealth Management may include, but is not limited to:
Managing your wealth so you can accomplish more.
Many life decisions affect or are affected by your finances, and we are equipped to help you navigate them. Our wealth management group also collaborates with your accountants, lawyers, and insurance professionals for a holistic approach to managing your life and legacy.
Often called investment management, asset management, or portfolio management, the process of bringing research, due diligence, investment selection, and asset allocation together to construct a suitable portfolio according to your pre-determined objectives and risk tolerance is a primary specialization of our wealth management consultants.
Combining the powers of the financial planning process with our disciplined approach to fiduciary investment management, your wealth management advisor in Norfolk, VA, uses specialized skills to serve you in almost every area where your money and financial legacy are concerned.
We offer these services as an integrated service for a single fee to high-net-worth individuals and families, trusts and estates, 401(k) plans, etc.
We are one of the best wealth management firms in Chesapeake, Norfolk, and Virginia Beach, VA—our services begin with a minimum portfolio size of generally $500,000. There are exceptions to this minimum, particularly for clients who are adding to their portfolios regularly.