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A Deeply Experienced Team Committed to Unparalleled Customer Service
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150-plus years of combined experience, committed to high professional and ethical standards |
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Focused on providing exemplary service, investments and investment strategies |
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Emphasis on pre- and post-retirement planning, and the transition into retirement |
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Areas of Focus: Comprehensive wealth management services for affluent families and small institutions |
Our services encompass nearly everything about our clients’ financial assets and liabilities. We offer the highest quality investment strategies delivered with unparalleled client service. On the asset-management side, we provide portfolio management services and investment consulting, investment planning, custom portfolio construction and retirement plans. Through our affiliates, we are able to provide access to trust services, insurance and lending services. We are able to consult and interact directly with our clients’ tax and legal advisors. Client references are available upon request.
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Areas of Focus
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Map
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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 0911-1895 09/11]. Investment and Insurance Products:
| NOT FDIC-Insured | NO Bank Guarantee | May Lose Value |
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 43,000 consumers) and registered financial services representatives (over 3,000 financial services professionals) to evaluate the approximately 4,500 wealth managers in the Richmond area (includes Amelia, Charles City, Chesterfield, Dinwiddie, Goochland, Hanover, Henrico, James City, King William, New Kent, Powhatan, Prince George and Surry in the state of Virginia; and Richmond City in the state of Virginia). 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 Richmond 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 Richmond 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
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