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Virginia Wealth Management Group

Virginia Wealth Management Group

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  • About
    • Our Mission
    • Team
  • Services
    • Investment Planning
    • Portfolio Management
    • Concierge Service
  • Contact
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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

  • INVESTMENT PLANNING
  • PORTFOLIO MANAGEMENT
  • CONCIERGE SERVICE
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 Brochure
  • Form ADV Part 2A, Appendix

*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.

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