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Experience The Difference

To accomplish great things, we must dream as well as act. - Anatole France

The tempo of life today is challenging, and so planning for your financial future likely gets pushed back a little further every day. Our team can help you find balance by creating a highly orchestrated plan, so you feel at ease about shifting your focus to the other things in your life that need your attention. To us, it’s the harmony of the complex parts of wealth management that enable us to focus on the details and the big picture.

Acting As Your Director
You need a partner capable of understanding your personal life goals. By choosing our team to help direct your financial life, you are making a decision that frees you to address other personal and family issues. Trust our expertise and years of experience when it comes to managing your financial decisions.

Introducing Our Ensemble
Offering investment management services through RJFS and additional support through our relationships with estate planning attorneys, accountants and other related professionals, we work as a true team to help you reach your financial goals. Serving the Richmond community and beyond, our professional approach, coupled with individualized attention, results in a rewarding personal relationship with each of our clients. And, as independent advisors, we promise you not only customized strategies, but that they will be free of proprietary products as well.

Composing Your Financial Plan
Each of our clients’ life goals is different. With no single plan fitting every individual, we work to understand your financial objectives, time horizons, attitudes about risk and expectations for returns. Once we’ve listened to your vision, values and goals, then – and only then – will we create strategies designed to help achieve your objectives.

Presenting Our Performance
Unlike the experience provided by larger companies, we offer one-on-one attention and exemplary, personal service. We are confident you will find our Service Focus approach refreshing as we strive to establish a long-term relationship with each of our clients. You will enjoy the confidence that comes from knowing you have an experienced partner directing you.

Symphony of Services

Symphony of Services
Each note of a musical arrangement makes up the unique score. In your financial life, it’s these individual services that come together harmoniously to help preserve and build your wealth.

Investment Planning
Our custom-designed plans analyze the many investment strategies and products available. Then your assets are directed to those that can help you meet your objectives and achieve your goals.

Tax Planning
After reviewing your tax planning goals, assets and cash flows, we develop a plan of action designed to help reduce, eliminate or postpone projected tax liabilities and help your investments work as efficiently as possible.

Retirement Planning
Our professionals help you analyze your current financial situation, consider the obstacles that lie ahead and offer a road map that can help meet your goals for financial independence.

Protection Planning
We help you guard your assets against major financial losses such as disability, nursing home costs, catastrophic medical expenses or property loss to help ensure financial success.

Estate Planning
To help ensure liquidity and potentially provide for your family’s needs, we evaluate your assets, liabilities, bequests and the disposition of your estate. We then coordinate our recommendations with your attorney.

Life Planning
Offering more than wealth management, we assist you with nearly every facet of your financial life. Whether your needs include developing small business plans, saving for college, or financing a home or car.