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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ABOUT

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IMPORTANT DISCLOSURES

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, was awarded to Scott Saal in April 2022 for the period of 1/1/2022 – 12/31/2022 and in April 2023 for the period of 1/1/2023 – 12/31/2023. The Forbes ranking of Best-in-State Next-Gen Wealth Advisors was awarded in August 2023 for the period of 1/1/2023 – 12/31/2023. Being a Forbes Best-In-State Wealth Advisor or Forbes Best-In-State Next-Gen Wealth Advisor does not mean Scott Saal is ranked the top advisor in the state. The ranking includes many advisors in the state that have been awarded the “best-in-state” distinction.

The ranking is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience for Best-In-State Wealth Advisors and a minimum of four years of experience for Best-In-State Next- Gen Wealth Advisors. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client’s experience; the firm’s research and rankings provide opinions for how to choose the right financial advisor. Investors must carefully choose the right advisor for their own situation and perform their own due diligence. Ratings should not be considered an endorsement of the adviser by any client.

Neither Forbes nor SHOOK are a client of Virginia Wealth Management Group, nor do they receive a fee in exchange for rankings. Once placed on a ranking, advisors may choose to pay fees to Forbes and Shook for premium listing features on Forbes directory of top advisors, use of the ranking logo or reprint of the ranking.

Additional information on the ranking methodology can be found at forbes.com and SHOOKresearch.com.