Who We Serve

As an integral member of the community we serve, we have tailored our offerings and areas of expertise to help individuals and families with their general wealth management, as well as with the challenges and opportunities distinct to those who live and work in the Hampton Roads area. Tidewater/Coastal Virginia cities served include: Williamsburg, Richmond, Virginia Beach, Norfolk, Tysons Corner and beyond.

Norfolk, Virginia

We begin by addressing our clients’ broad financial needs with our full-circle, process-driven approach. We augment our core services by tending to the specialized interests of families and individuals who are:

  • Families or singles Nearing Retirement
  • Retirees
  • Physicians and other medical professionals
  • Closely held business owners and corporate executives
  • Federal and military retirees
  • Government contractors
  • Academics

Our clients come from many walks of life, but they share common values that contribute to an ideal relationship. Our clients are typically:

  • Team players, with an engaged, collaborative outlook and a willingness to delegate the details
  • Focused on long-term wealth accumulation and/or preservation over “playing the market”
  • Informed (or willing to become informed) on process-oriented planning and evidence-based implementation
  • Creative thinkers, attuned to combining their financial components into a cohesive whole

How we serve Government and Military Employees

How we serve Company Retirement Plans