Virginia Wealth Management Group

CONCIERGE SERVICE

Virginia Wealth Management has a small and selective group of clients by design. Consequently, we provide a concierge level service to our clients, and we think this a requirement of the huge responsibility we are given in helping clients oversee their finances.

It is our role to help you manage your financial affairs on an intimate level, including:

  • Helping you establish convenient transfers from your account custodian to outside banking institutions
  • Reviewing important tax considerations with our clients and their tax advisors*
  • Coordinating with clients’ attorneys when updating estate plans
  • Managing trusts as trustees or serving as successor trustees
  • Facilitating charitable gifts
  • Assisting you in educating your children about money
  • Maintaining your long-term objectives through any economic, financial, or political environment

Our family atmosphere emphasizes the importance of mutual trust in each of our business relationships. Uniquely, most of our clients are friends long before they become clients.

The most significant role we play in our clients’ financial lives is helping them keep their investment plans on course. It’s during volatile markets or major life events where a quality advisor can make the greatest impact.

SERVICES

4460 Corporation Lane
Suite 180
Virginia Beach, VA 23462

757.963.1823
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ABOUT

SERVICES

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.