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Virginia Wealth Management Group

Virginia Wealth Management Group

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    • Our Mission
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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

  • 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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