Virginia Wealth Management Group

“Golf is the closest game to the game we call life. You get bad breaks from good shots; you get good breaks from bad shots; but you have to play the ball where it lies.”

– Bobby Jones

Investment Planning

We work mutually with you to understand, appreciate, help plan for, and achieve your aspirations.

Portfolio Management

We provide you with the strategies to seek better outcomes.

Concierge Service

We understand that you need to focus on what you do well. As your trusted advisor, we’re by your side to help you stay the course.

Virginia Wealth Management Group Team

Your Goals.
Our Personal Approach.

At Virginia Wealth Management Group, it’s our goal to help you reach your financial objectives. Whether you are planning for retirement, seeking diversification of wealth, or managing other important financial events, our first goal is to establish a personal working relationship with you.

Stephen R. Saal

Stephen R. Saal

Founding Partner

Scott R. Saal, CFP®

Scott R. Saal, CFP®

Managing Partner

Roxanne Daniel

Roxanne Daniel

Senior Operations Manager

Wade Williard

Associate

“Finding the best person or the best organization to invest your money is one of the most important financial decisions you’ll ever make.”

-Bill Gross, Co-Founder, PIMCO

Advice You Can Trust

We utilize a team approach, seeking to provide clients with independent, unbiased advice. Moreover, we strive to create lifelong relationships forged on mutual trust. This trust is at the foundation of all client interactions and is vital to success.

Let’s start a conversation

We look forward to speaking with you.

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4460 Corporation Lane
Suite 180
Virginia Beach, VA 23462

757.963.1823
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IMPORTANT DISCLOSURES

*Virginia Wealth Management Group will act solely in our capacity as a registered investment advisor and does not provide any legal, accounting or tax advice. You should seek the counsel of a qualified accountant and/or attorney when necessary.

Investing in securities involves risk of loss that you should be prepared to bear, including the possible loss of principal. Virginia Wealth Management Group makes no warranty as to the performance of any underlying investment in your account. Investment recommendations based on historical returns will not necessarily produce optimal or positive investment results under all circumstances. Performance of your portfolio may vary from anticipated results. Virginia Wealth Management Group cannot assure that your account will increase in value, nor can we assure that your investment objectives will be realized.

Diversification does not ensure a profit or prevent an investor from incurring a loss. Investment in equities involves more risk than other securities and may have the potential for higher returns and greater losses. There are risks associated with investments in different types of securities, which are described more fully in our Form ADV Part 2A Brochure.