Virginia Wealth Management Group

INVESTMENT PLANNING

When it comes to planning for your future, have you considered the following questions?

Are you on track for future life goals?

  • Retirement
  • Estate
  • Education
  • Charity

Are you saving in the most tax-efficient ways possible?

  • SEP IRAs, SIMPLE IRAs, 401ks for Small Businesses
  • 401k Rollovers
  • IRA Consolidations
  • Roth IRA Contributions
  • Roth IRA Conversions
  • 529 Plans
  • Custodial Accounts

Are your investment and estate plans properly coordinated?

  • Beneficiary Designations
  • Account Registration
  • Trust Funding
  • Life Insurance

The answers to these questions are never as simple as they seem. Moreover, some of these topics are easily overlooked, but unbelievably important when the unexpected occurs. Steve, our practice’s Managing Principal, is fond of saying, “Every client is different.” Similarly, Scott differentiates our specialty in working with individuals and families from managing investments for large financial institutions by saying, “Our advice for clients is 50% math and 50% psychology.” An advisor should help explain when the math is overwhelming or when an individual’s peace of mind should take priority and the trade-offs involved. After all, what’s the point of sacrificing, saving, and accumulating wealth over a lifetime if we can’t sleep at night?

SERVICES

4460 Corporation Lane
Suite 180
Virginia Beach, VA 23462

757.963.1823
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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.