The Best Wealth transfer strategy in Centreville, Virginia

Values Based Wealth Management is a finance institution located at 5312 Cat Tail Court in Centreville, Virginia, United States. Our institution is dedicated to helping individuals and families manage their wealth in a way that aligns with their personal values and goals. We offer a range of financial services, including investment management, retirement planning, and estate planning, all with a focus on ethical and responsible investing. Our team of experienced advisors is committed to providing personalized guidance and support to help our clients achieve financial success while staying true to their values. Contact us today to learn more about how Values Based Wealth Management can help you secure your financial future with integrity and purpose.

Victoria Neeley - Thrivent, located at 15238 Surrey House Way, Centreville, Virginia, United States, is a finance institution that helps individuals pursue their lifelong dreams while supporting loved ones, people, and causes they care about. With licenses in multiple states, including CA, DC, FL, IL, IN, LA, MD, NC, OH, PA, SC, TN, VA, and WV, we create personalized strategies to reduce financial stress and provide clarity on the path towards a more secure financial future. Our team takes the time to understand your goals and values, drawing on industry expertise to guide you with confidence. Thrivent offers advice and guidance through its Financial Planning Framework, with the option to further engage in Dedicated Planning Services for written recommendations. Thrivent Financial for Lutherans, our parent company, offers insurance products, while securities and investment advisory services are provided through Thrivent Investment Management Inc. Our licensed financial advisors and professionals are dedicated to helping you achieve your financial goals. For more information, visit our website or FINRA's Broker Check.