For over 20 years, we have worked with a desire to help clients achieve financial independence through education and understanding. Focused on bringing comprehensive financial planning to Virginia's workforce, executives, individuals, families and more, we are committed to being there for you today, tomorrow and a few decades down the road.
We truly believe that each of our clients are unique, equally important and deserve superior customer service. Through a variety of techniques and client-focused strategies, we look forward to getting to know you and your goals moving forward. Achieving balance between your risk and your financial goals will help you develop the confidence you need to live the life you dream of.
We truly believe that each of our clients are unique, equally important and deserve superior customer service. Through a variety of techniques and client-focused strategies, we look forward to getting to know you and your goals moving forward. Achieving balance between your risk and your financial goals will help you develop the confidence you need to live the life you dream of.
Services
As our Senior Financial Advisor, Kevin works with clients to answer questions regarding retirement and estate planning, asset management, strategies for business owners and tax strategies. Originally from Long Island, NY, Kevin graduated from Albany State University and began his career shortly thereafter.
In order to develop a successful financial plan that not only prepares you for retirement but helps establish a legacy of greatness, it's important to take into account a variety of details. With our experience and wealth management knowledge, our goal is to address your needs and your aspirations for the road ahead.
We believe that your confidence in us deserves a personal touch, which is why our goal is to establish relationships with you that are designed to last a lifetime. By assisting with the management of your assets through ongoing reviews, education and advice, we strive to remain dependable as a team you can count on.
From educational seminars to referral and client events, we appreciate the time spent with our loyal and trusted clientele. We offer educational workshops that are designed to help you better understand your company's 401(k) and benefit plans. During these events, we'll introduce you to a variety of tools, resources and investment options available based on your needs.
Working with us means developing a meaningful relationship that you can count on. From moments of triumph to concerns regarding your future, our team strives to address each detail in order to help you work towards achieving a successful retirement. We know that preparing for your first meeting with a new advisor can be overwhelming.
Reviews (1)
Vickie Wenter
Jan 16, 2020
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