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Virginia Wealth Management Group

Virginia Wealth Management Group

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    • Our Mission
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PORTFOLIO MANAGEMENT

Virginia Wealth Management Group believes in putting our clients first. As a fee-only Registered Investment Adviser, we are fiduciaries and have a legal commitment to put our clients’ interest before our own.

We don’t sell products, but instead provide clients ongoing advice. Consequently, our fee structure seeks to ensure that we are always on the same team and plainly transparent.

We believe each investor should have an investment strategy that is uniquely suited to accomplishing specific objectives.

An investor’s risk tolerance is incredibly important – The highest returning investment strategy in the world is worthless if an investor is unable to “stick with it” during the worst of times.

Our investment philosophy is based on three general tenants:

  • Low-Cost
  • Tax-Efficient*
  • Long-Term

Of course, not every investment strategy is suitable for everyone. We accept that certain investment styles come into and out of favor. Furthermore, our investment philosophy might not be compatible for every potential client.

  • We believe a thoughtful investment management firm should prioritize owning individual securities, which can be held for multi-year periods. This has both cost and psychological advantages – Stocks are partial ownership shares in companies, and we should approach investing as businesspeople. However, when the benefit justifies the cost, low-cost vehicles like ETFs or mutual funds can help us diversify client portfolios and meet other objectives.
  • We are long-term value investors with an emphasis on the quality of the cash flows in every security we add to client portfolios. On an after-tax basis, we can potentially generate higher net returns, owning one security for a long period even while more active trading could generate a higher gross return.

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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