by JENNIFER L. KING, IACCP® | Aug 3, 2020 | Insights
By Jennifer L. King Chief Executive Officer, Corporate Secretary & Director, and Chief Compliance Officer Choosing a wealth manager is a complicated process and selecting one firm from the thousands of boutique and national firms may seem overwhelming. One of the...
by JENNIFER L. KING, IACCP® | Aug 3, 2020 | Insights
By Jennifer L. King Chief Executive Officer, Corporate Secretary & Director, and Chief Compliance Officer You’ve taken the plunge—you’ve decided to hire a wealth manager to help you preserve and grow your assets. As you search for the best fit, it’s important to...
by JENNIFER L. KING, IACCP® | Aug 1, 2020 | Insights
By Robert (Buck) C. Klintworth, CMT Senior Vice President Many successful first-generation investors in and around Charlottesville, Virginia don’t know how to transfer wealth to their children, or even how to talk about it. In a busy world, it’s easy to put off estate...