When You Build a Plan, Your Wealth Builds Momentum
When You Build a Plan, Your Wealth Builds Momentum
When You Build a Plan, Your Wealth Builds Momentum
The Clients We Frequently Serve
BUSINESS OWNERS
who need parallel planning for their professional and personal wealth
How We Plan for Liquidity Events
CORPORATE EXECUTIVES
who want clarity about their substantial — but complex — incomeOur Approach to Executive Compensation
ATTORNEYS & EQUITY PARTNERS
from AM Law 200 firmsHow We Approach Executive Compensation
MULTI-GENERATIONAL FAMILIES
that want a strategy that promotes a perpetual legacyHow We Bring Investing Continuity
Your net worth isn’t set in stone. Your investing strategy shouldn’t be, either.
Your wealth depends on individual parts constantly in motion: stock market performance and annual income. Evolving estate planning strategies and business succession implications.
Change in one of those elements ripples through the rest, producing wildly different outcomes.
To promote progress when so much is in flux, our team embeds a dedicated planner in every conversation to establish and maintain a comprehensive wealth strategy for your changing priorities.
We believe this approach differentiates us from traditional wealth managers who view planning and strategy as separate entities.
Your life is dynamic.
Your Wealth Management Team should be too.
True wealth management extends well beyond investment management. It requires thoughtful coordination across every aspect of your financial life, guided by a clear understanding of your goals and priorities. Our approach includes a dedicated Planner in every relationship, providing ongoing advice and helping your strategy adapt as your life, opportunities, and priorities evolve.
Why Consider Our Wealth Management Team?
Wealth Planning comes first. Everything else follows.
Family office-style collaboration.
Multi-generational makeup created for continuity.
mainspring /ˈmān-ˌspriŋg/ noun
- the chief spring in a mechanism, especially of a watch or clock, that stores tension and drives every other moving part in sequence
- the chief or most powerful motive, agent or cause behind a course of action
Both definitions reflect how we approach our work as a team. We bring together the many interconnected elements of our clients’ financial lives, providing the strategy, coordination, and momentum that help turn individual decisions into a cohesive plan. Investments, tax strategy, retirement, estate planning, and family priorities each have a role to play, but their greatest value comes when they work together toward a common purpose.
Questions Our Clients Normally Ask
Our team is based in Richmond, but our relationships aren't limited by geography. Many clients work with our team remotely through virtual meetings, alongside in-person visits.
A financial advisor often focuses primarily on investment selection and account management. A wealth manager, particularly one using our integrated planning model, coordinates your investments alongside your tax strategy, estate planning strategy and cash flow into a single ongoing plan.
Wells Fargo Advisors does not provide legal or tax advice.
Schedule a complimentary conversation with our team to discuss your goals and see whether our integrated wealth planning approach fits your situation.
