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Individuals & Families

  • Wealth Accumulation Planning
  • Education Planning
  • Retirement
  • Investment Analysis & Portfolio Design
  • Estate Planning
    • Inter-generational Wealth Transfer
    • Tax Efficient Charitable Gifting Strategies 

STEP 1: INTERVIEW – Personal interview to uncover what’s most important to you/or your family in retirement and identify obstacles to achieving those goals.

STEP 2: STRATEGIZE – Strategy session to work on turning the obstacles identified in Step 1 into opportunities. Here we will develop a game plan for achieving your goals.

STEP 3: IMPLEMENT – Review the game plan, outline steps to implementation and begin steps towards achieving your goals.

STEP 4: MONITOR – Monitor progress towards your goals on a quarterly, bi-annual, or annual basis depending on your preference.

STEP 5: ADJUST – At each stage in your life, we will adjust the plan to accommodate changing life events, personal circumstances, market conditions, new regulations, etc.

Services

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  • Individuals & Families

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15521 Midlothian Turnpike, Suite 100
Midlothian, VA
23113 United States

inquiry@jrwealth.com

804-323-0517

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James River Asset Management, LLC is a Registered Investment Adviser.  Securities offered through Valmark Securities, Inc.  Member FINRA, SIPC 130 Springdale Drive, Suite 300 Akron, Ohio 44333-2431 1-800-765-5201.  James River Asset Management, LLC is a separate entity from Valmark Securities, Inc.

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