Customized wealth consulting in Virginia

Fernandes Wealth Management is a leading finance institution located at 477 McLaws Circle in Williamsburg, Virginia, United States. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized wealth management strategies. With a focus on providing tailored solutions and exceptional customer service, Fernandes Wealth Management is committed to helping clients build and preserve their wealth for the future. Contact us today to schedule a consultation and begin planning for a secure financial future.

Truist Wealth is a finance institution located at 500 East Main Street in Norfolk, Virginia, United States. Bern Glasser serves as the Vice President and Wealth Advisor at Truist Bank. The institution offers a variety of services including banking products, loans, deposit accounts, trust and investment management, securities, brokerage accounts, insurance, investment advisory services, and mortgage products. Truist Wealth is affiliated with Truist Financial Corporation and provides resources for consumers with Limited English Proficiency, including translation and language access services. Customers can expect professional and comprehensive financial services from the experienced team at Truist Wealth.

Kenneth Donovan - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 295 Bendix Road, Virginia Beach, Virginia, United States. Kenneth Donovan holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Kenneth Donovan specializes in providing comprehensive financial planning and wealth management services to individuals and businesses, with expertise in asset management, estate planning, retirement planning, tax planning, and risk management. With a strong commitment to ethics and continuing education, Kenneth Donovan is dedicated to helping clients achieve their financial goals and secure their financial future.

Altura Wealth Advisors is a leading financial institution located at 1 Columbus Center in Virginia Beach, Virginia, United States. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or seeking financial guidance, Altura Wealth Advisors is committed to providing expert advice and exceptional service. Contact us today to learn more about how we can help you secure your financial future.

Merrill Lynch Private Wealth Advisor Travis N Jones, located at 208 Golden Oak Court in Virginia Beach, Virginia, United States, offers tailored investment approaches for high net worth families. With a focus on personalized service and trust-based relationships, the institution provides industry-leading research and expert analysis to help clients stay ahead in their financial goals. The team of rigorously trained private wealth advisors at Merrill Private Wealth Management is dedicated to simplifying the lives of their clients so they can pursue what is most important to them. By offering access to services typically reserved for large institutions, including goals-based wealth management strategies, Merrill Private Wealth Management aims to create lasting relationships with a select group of clients. The institution combines the personalized attention of a smaller firm with the resources and insights of a global financial institution to create customized financial strategies. With a commitment to working in the best interests of their clients, Merrill Private Wealth Management helps anticipate and meet evolving financial needs while providing investment insights and strategies to help clients achieve their financial goals.

FFA Wealth is a leading finance institution located at 3704 Pacific Avenue in Virginia Beach, Virginia, United States. We specialize in providing personalized wealth management services to help our clients achieve their financial goals. Our team of experienced professionals offers expert advice and customized solutions to help clients navigate the complexities of the financial world. Whether you are looking to grow your investments, plan for retirement, or protect your assets, FFA Wealth is dedicated to helping you secure a prosperous financial future. Contact us today to schedule a consultation and start building your wealth with confidence.

At MultiGenerational Wealth Management Group, we understand that conventional wealth management plans and practices are often insufficient for growing and preserving wealth over a lifetime or across generations. Faced with the challenges of increasing family members and rising tax demands, successful wealth management requires superior long-term strategies, a sophisticated toolkit, and disciplined execution. Our approach addresses the pitfalls of short-term sequential goals which can lead to significant tax triggers and erosion of your hard-earned gains. We emphasize the importance of uninterrupted compounding interest, essential for growing and retaining wealth. Our expertise lies in designing and managing comprehensive lifetime and multi-generational financial plans, which we refer to as Financial Farms.

Merrill Lynch Financial Advisor Thomas A. DePont is a reputable finance institution located at 8075 Leesburg Pike in Vienna, Virginia, United States. With a focus on providing expert financial advice and guidance, clients can trust Thomas A. DePont and his team to help them navigate their financial goals and investments. Whether you are looking to plan for retirement, invest in the stock market, or manage your wealth, Merrill Lynch Financial Advisor Thomas A. DePont offers personalized services to meet your individual needs. Contact them today to schedule a consultation and take control of your financial future.

John B. Lewis is a finance institution located at 200 South 10th Street in Richmond, Virginia, United States. Our team is dedicated to meeting the dynamic needs of each client, providing solutions to unique challenges while offering an elevated level of service. We empower decision-making with expert guidance, offering seamless financial management for families and futures. Our network delivers a full suite of financial solutions, ensuring stability for today and future generations. We provide bespoke investment strategies aligned with your financial objectives, offering access to a sophisticated platform of traditional and alternative investments. As an extension of your team, we review your full financial picture and connect you to our broader resources for objective and relevant advice. Our comprehensive suite of solutions caters to individuals and institutions, including various trusts and fiduciary oversight. Through our curated Rockefeller Lifestyle Advisory partners, clients gain access to exclusive experiences and concierge services. Our team of skilled professionals work together to create customized solutions designed to serve your unique financial needs and help continue your family's legacy. Visit John B. Lewis for holistic financial planning and expert wealth management services.

Richard T. Blackwell, AIF®, AAMS® is a finance institution located at 200 South 10th Street in Richmond, Virginia, United States. They specialize in providing tailored financial solutions to meet the unique needs of each client at every stage of wealth. Their team offers expert guidance to empower decision-making, seamless financial management for families and individuals, and a full suite of financial solutions through their network. They focus on ensuring stability for the present and the future, intelligent community investment, and bespoke investment strategies aligned with clients' financial objectives. Clients have access to a sophisticated platform of traditional and alternative investments, as well as private investment opportunities. The institution offers comprehensive services for holistic financial planning for individuals and institutions, including various trusts and fiduciary oversight. Through their Rockefeller Lifestyle Advisory partners, they provide exclusive experiences and concierge services to help clients focus on what matters most to them. The team at Richard T. Blackwell, AIF®, AAMS® is dedicated to helping clients pursue their financial goals and secure a legacy for themselves and their families. They work alongside skilled professionals within Rockefeller Capital Management to create customized solutions tailored to each client's unique financial needs.

Weaver & Weaver Insurance is an insurance agency located at 5909 Raiford Circle in Lynchburg, Virginia, United States. Founded by brothers Brad and Earl Weaver, Brad specializes in individual health and group employee benefits, as well as Medicare products. With over 10 years of experience in the consumer products business, Brad brings a wealth of knowledge and expertise to the organization. In addition to his work in insurance, Brad also contributes to the organization by providing Brokerage information and training. He works closely with carriers to stay up-to-date on underwriting guidelines, market changes, plan designs, and marketing information. Brad is an active member of various local business and civic associations and is dedicated to giving back to the community through his involvement with the church and youth outreach programs.

The I Street Group - Morgan Stanley is a prominent finance institution located at 1775 I Street Northwest in Washington, District of Columbia, United States. With a strong reputation for providing top-tier financial services, The I Street Group - Morgan Stanley offers a wide range of investment and wealth management solutions to clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Whether you are looking to grow your portfolio, plan for retirement, or secure your financial future, The I Street Group - Morgan Stanley is committed to delivering exceptional service and results.

Equitable Advisors - Blue Ridge Financial Partners is a leading finance and insurance agency located at 121 Goldenrod Place in Lynchburg, Virginia, United States. Our team of experienced advisors is dedicated to providing personalized financial solutions to help our clients achieve their goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or insurance coverage, we are here to help. Visit us today to learn more about how Equitable Advisors - Blue Ridge Financial Partners can assist you in reaching your financial objectives.

The Optimal Financial Group LLC is a finance institution located at 358 McLaws Circle in Williamsburg, Virginia, United States. Our priority is always our clients' interests, and we offer a range of services including tax preparation, tax mitigation and planning, asset protection, risk management, and wealth accumulation. Our team specializes in creating personalized financial plans tailored to the unique needs of each business. Visit us at 21021 Springbrook Plaza Dr., Suite 160 in Klein, TX 77379 to learn more about how we can help you achieve your financial goals.

Raymond James & Associates is a finance institution located at 46 South Main Street in Kilmarnock, Virginia, United States. They offer a wide range of financial services including investment planning, wealth management, retirement planning, and more. With a team of experienced financial advisors, Raymond James & Associates is dedicated to helping clients achieve their financial goals and secure their financial future. Their personalized approach and commitment to excellence make them a trusted partner for individuals and businesses seeking expert financial guidance.

Mickey Glassman, The Glassman Group, RE/MAX Gateway is a premier real estate agency located in Chantilly, Virginia. With a prime location at 4090-B Lafayette Center Drive, this institution is known for its exceptional service and expertise in the real estate market. Whether you are buying, selling, or renting a property, the team at Mickey Glassman, The Glassman Group, RE/MAX Gateway is dedicated to helping you achieve your real estate goals. With a commitment to excellence and a wealth of knowledge in the industry, this institution is the go-to choice for all your real estate needs in the United States.

Zell Law is a prestigious institution located at 11718 Bowman Green Drive in Reston, Virginia, United States. Specializing in business law and estate planning, our team of experienced lawyers led by Wayne M. Zell, Esq., provide expert counsel to individuals, entrepreneurs, executives, and small businesses. With over 35 years of legal experience and recognition as one of the Best Lawyers in America, Wayne and his team offer a personalized approach to wealth, business, and tax planning. At Zell Law, we focus on three main areas: estate planning, business planning, and tax planning. Our client-centric approach ensures that we prioritize the goals and objectives of our clients, providing them with the peace of mind they need to achieve their dreams of wealth and freedom. We are dedicated to making a positive difference in the lives of our clients, offering honest and fair advocacy to help them navigate complex legal matters.

Parker Law Group, located at 2201 Cooperative Way in Herndon, Virginia, is a leading law firm specializing in family law matters. Our dedicated team is committed to providing the best possible outcome for our clients, no matter the size of the case. With years of experience and a wealth of resources at our disposal, we are equipped to handle even the most challenging legal proceedings. Family law matters can be emotionally taxing and difficult to navigate on your own. That's where Parker Law Group comes in. Our team of seasoned professionals can provide the support and guidance you need to ensure your best interests are served throughout the entire process.

Michelle Harvey, Travel Advisor-Cruise Planners is a reputable travel agency located at 6713 Langston Boulevard in Arlington, Virginia. Specializing in providing personalized travel planning services, Michelle Harvey is dedicated to helping clients create unforgettable travel experiences. Whether you're looking to book a cruise, plan a romantic getaway, or organize a group trip, Michelle Harvey and her team are committed to ensuring that every detail of your travel itinerary is expertly taken care of. With a passion for travel and a wealth of industry knowledge, Michelle Harvey, Travel Advisor-Cruise Planners is your go-to agency for all your travel needs.

Sharon Eddy CPCU, CLU, ChFC, CASL - State Farm Insurance Agent is a reputable insurance agency located at 2869 Duke Street in Alexandria, Virginia. With a wealth of experience and expertise in insurance, they provide top-notch service to their clients. Specializing in various insurance products such as property, casualty, life, and health insurance, they ensure that their clients are well-protected and prepared for any unforeseen circumstances. With a strong commitment to customer satisfaction and personalized service, Sharon Eddy and her team are dedicated to helping individuals and families find the best insurance solutions tailored to their specific needs. Visit their office today for a consultation and experience the peace of mind that comes with having reliable insurance coverage.

TIAA Financial Services is a reputable financial institution located at 3050 Chain Bridge Road in Fairfax, Virginia, United States. As a full-service bank, finance, and insurance agency, TIAA offers a wide range of financial products and services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, TIAA is committed to providing personalized solutions and exceptional customer service to its clients. Whether you're looking to open a new account, invest in the market, or protect your assets with insurance, TIAA Financial Services is here to help you every step of the way.

Fidelity Investments is a renowned financial institution located at 11957 Democracy Drive in Reston, Virginia, United States. Known for its expertise in finance, Fidelity Investments offers a wide range of services including investment management, retirement planning, and wealth management. With a strong reputation for reliability and customer service, Fidelity Investments is a trusted partner for individuals and businesses alike looking to grow and protect their assets.

Tag & Associates Inc is a well-established store located in the heart of Alexandria, Virginia, United States. We offer a wide range of products and services to meet the needs of our diverse clientele. Our knowledgeable staff is dedicated to providing top-notch customer service and helping you find exactly what you're looking for. Whether you're shopping for clothing, accessories, or home goods, Tag & Associates Inc has something for everyone. Come visit us at 101 North Columbus Street and see for yourself why we are a trusted institution in the community.

Policy is a prestigious institution located at 1921 Kalorama Road Northwest in Washington, District of Columbia, United States. It is renowned for its in-depth analysis and research on various policy issues that impact society. With a team of expert researchers and analysts, Policy provides valuable insights and recommendations to policymakers, government officials, and the public. The institution is dedicated to promoting evidence-based decision-making and shaping policies that drive positive change in the community. Visitors can expect to engage in thought-provoking discussions, attend informative events, and access a wealth of resources on a wide range of policy topics.

Bowman Gaskins Financial Group is a renowned finance institution located at 21536 Sheffield Court in Ashburn, Virginia, United States. With a team of experienced financial experts, they provide a wide range of financial services including investment planning, retirement planning, wealth management, and more. Clients can expect personalized and tailored financial solutions to help them achieve their financial goals. The institution prides itself on its commitment to excellence and customer satisfaction, making it a trusted partner for individuals and businesses seeking financial guidance.

Capital Fiduciary Advisors, LLC is a leading accounting and finance institution located at 20130 Lakeview Center Plaza in Ashburn, Virginia, United States. With a team of experienced professionals, they provide expert fiduciary services to help clients manage their finances and investments with confidence. Whether you are looking for retirement planning, estate planning, or investment management, Capital Fiduciary Advisors, LLC offers personalized solutions to meet your financial goals. Trust in their expertise and dedication to secure your financial future.

Edelman Financial Engines is a leading finance institution located at 19775 Belmont Executive Plaza in Ashburn, Virginia, United States. With a strong reputation for providing expert financial advice and services, Edelman Financial Engines is dedicated to helping clients achieve their financial goals and secure their futures. Whether you are looking to invest, save for retirement, or plan for your children's education, the experienced team at Edelman Financial Engines is committed to guiding you every step of the way. Trust in Edelman Financial Engines to provide personalized solutions tailored to your unique financial needs.

Locke Advisory Services LLC is a reputable accounting and finance institution located at 19879 Mellon Circle in Ashburn, Virginia, United States. With a team of experienced professionals, they provide expert financial advice and services to individuals and businesses alike. Whether you need help with tax planning, investment strategies, or financial management, Locke Advisory Services LLC is dedicated to helping you achieve your financial goals. Trustworthy, reliable, and committed to excellence, they are a leading institution in the field of accounting and finance.

Riverview Capital Advisors is a leading finance institution located at 12355 Sunrise Valley Drive in Reston, Virginia. Our team of experienced advisors offers a wide range of financial services to help clients achieve their investment and wealth management goals. With a focus on personalized solutions and exceptional customer service, Riverview Capital Advisors is dedicated to providing expert guidance and support to individuals and businesses looking to grow and protect their assets. Visit us today to learn more about how we can help you secure your financial future.

Charles Schwab is a renowned finance institution located at 11953 Freedom Drive in Reston, Virginia, United States. With a strong reputation for providing top-notch financial services, Charles Schwab offers a wide range of investment options, financial planning services, and wealth management solutions to help individuals and businesses achieve their financial goals. Their experienced team of professionals is dedicated to providing personalized advice and guidance to clients, ensuring that they make informed decisions about their finances. Whether you are looking to invest for the future, plan for retirement, or simply grow your wealth, Charles Schwab is committed to helping you succeed financially.