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How to Choose a Wealth Manager in Charlottesville, Virginia
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...
The 7 Biggest Mistakes to Avoid When Working with Your Wealth Manager
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...
How to Set Up an Estate Plan for Family and Loved Ones
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...
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