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Virginia Wealth Management Group

Virginia Wealth Management Group

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    • Our Mission
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“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 E. Daniel

Senior Operations Manager

Wade S. Williard, AAMS®

Wealth Advisor

“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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Virginia Wealth Management Group

4460 Corporation Lane
Suite 180
Virginia Beach, VA 23462

757.963.1823
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ABOUT

  • Team
  • Our Mission

SERVICES

  • Investment Planning
  • Portfolio Management
  • Concierge Service
  • CONTACT
  • ACCOUNT ACCESS

IMPORTANT DISCLOSURES

  • Terms of Use
  • Privacy Policy
  • Form CRS
  • Form ADV Part 2A – Firm Brochure
  • Form ADV Apr 2A – Wrap Brochure

Copyright © 2026 Virginia Wealth Management Group, Inc. All rights reserved.