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wealth management williamsburg va

Investment Management

Get turn-key investment management to help you improve expected returns, manage risk, and create a reliable stream of income in retirement.

Personalized Investment Management for Retirement 

Custom portfolios that are low-cost, tax-efficient, and managed with your personal preferences and tolerance for risk in mind. 

"I'm concerned about creating income from my portfolio."

Turn your portfolio into an income stream that will fund the lifestyle you want most.

"I'm concerned about stock market volatility"

We can build an investment plan that better aligns your risk preferences and retirement goals.

"I'm concerned that my portfolio won't keep pace with inflation."

We can build a portfolio that gives you the best chance of outpacing inflation long-term.

Download Our Investing Principles

Why Investment Management?


I want to avoid significant losses during a market downturn.

The thought of experiencing a significant investment loss during a market downturn can be worrisome. The S & P 500 (a popular stock market index) fell by 56.4% during the 2008 market crash. For investors nearing retirement, this type of loss can spell disaster. We'll design and manage a portfolio that is personalized for your risk tolerance to help you sleep more soundly. 

I'm tired of managing my investments. I'd rather have a relationship with an expert who can do it for me.

Your life is busy and you realize that you can't be an expert in all things. Getting a relationship with a financial advisor you trust may help reduce financial anxiety, remove emotion from investment decisions, and give you more time to focus on the things you enjoy. 

I'm concerned about what will happen to my spouse after I'm gone.

You may have managed your own investments your entire life. But, that doesn't mean your spouse  or children have the same expertise or interest in taking over that role. Getting expert investment advice and management from a financial advisor can be a great way to maintain control of your finances, while creating the peace of mind you want in the event something happens to you.

I want to create sustainable income in retirement.

Are you concerned about creating income from your portfolio in retirement? Creating a sustainable "paycheck" in retirement isn't easy, but we're experts in turning your portfolio into an income machine.

I want to implement the right mix of investments for my retirement goals.

How you invest for retirement is very different than how you invested in your early years. We'll design a personalized investment plan that takes into account your entire financial life and your retirement goals. As a result, your investments will be optimized specifically for your needs now and in retirement.

I want better investment returns.

Based on a recent study from Vanguard, working with an investment advisor may improve your overall returns beyond what you can do on your own by 3% or more. We'll help calculate the return you need to achieve to accomplish your goals; then, we'll help design and implement a personalized investment plan to give you the best chance of achieving that return.  ​

I want to reduce the amount of taxes I pay on my portfolio earnings.

With a thoughtful tax strategy, we can create a tax-managed portfolio aimed at reducing your tax bill both now and in the future. We will even analyze your tax filings to find out if your current portfolio is generating unnecessary taxes, a common mistake we notice on portfolios sometimes managed at major Wall Street firms.

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See If We're a Good Fit for You

All of our services start with a complimentary consultation.

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