 |
|
|
Helping Our Clients Achieve Their Preferred Futures
 |
Comprehensive wealth management |
|
Customized portfolio strategies |
|
Preservation and distribution of wealth |
|
Designation: CERTIFIED FINANCIAL PLANNER |
The markets are volatile and staying the course may no longer make sense. We believe it is critical to rely on wealth advisors
who are experienced, knowledgeable, progressive and objective. We focus on creating well-reasoned strategies for institutional
investors and high-net-worth individuals who demand excellence and integrity.
Our superior client service standards as well as the depth of experience among our team members separate us from other
advisors. As a group we bring together a broad range of professional backgrounds. We are able to serve our private clients at
a higher level because of our experience in meeting the demands of our institutional clients. Our private clients benefit from
many of the same analytical tools and investment advice.
Our world view of investments has evolved with the availability of specific, complementary asset classes. In order to help
minimize volatility in this dynamic market environment, we believe diversification within these asset classes is imperative.
There is a lot to consider when moving across the investment spectrum taking advantage of these opportunities may put
you ahead.
|
Areas of Focus
| | | Investments |
|
Map
Click and drag
|
Advisor selection is not reflective of individual client satisfaction or future performance. Please see below for important information on the scope of the award and the Five Star selection process. Wells Fargo Advisors, LLC, Member SIPC. [CAR 0811-2317].]
Five Star Professional, as a third-party research firm, administered a survey, by mail and phone, to 1 in 4 high-net-worth households (over 38,000 consumers) and registered financial services representatives (over 1,400 financial services professionals) to evaluate the approximately 1,500 wealth managers in the Hampton Roads area (includes the cities of Chesapeake, Hampton, Newport News, Norfolk, Poquoson, Portsmouth, Suffolk, Virginia Beach, and Williamsburg in the state of Virginia; Gloucester, Isle of Wight, James City, Mathews, Surry, and York counties in the state of Virginia; and Currituck county in the state of North Carolina). The evaluation was based on nine criteria, including customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post sale service, quality of recommendations, and overall satisfaction. After review by a panel of local industry experts and a review of regulatory history, Five Star Professional determined the final list of 2011 Five Star Wealth Managers scoring highest in overall satisfaction and representing less than 7% of the wealth managers in the Hampton Roads area.
Five Star Wealth Managers do not pay a fee to be included in the research or the final list of Five Star Wealth Managers.
Only wealth managers with more than five years of experience in the financial services industry are considered.
The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client's experience.
The Five Star award is not indicative of the wealth manager's future performance.
Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Hampton Roads Magazine.
Please keep in mind that working with a Five Star Wealth Manager is no guarantee as to the future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future. For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
|
|