Our Services

Your Total Wealth Management Solution

At WVFA we offer two primary services to our clients, the first is Financial Planning. We start here because we need to assess your financial landscape, goals and objectives. Once we know where you stand in relationship to your goals, we can guide you to the course of action most likely to help you pursue them. We do this through educating you on the options you have available and the pros and cons of those decisions.

The second primary service we provide is Investment Management. We manage a number of unique portfolios with very different objectives. Determining which one or ones are appropriate for you takes a deep understanding of what each is designed to do and the environment we are operating in currently. Our proprietary models have many different investment variables that we weigh and consider to determine the makeup of each. Sharing this with our clients gives them a better understanding of what to expect from each investment style.

* LPL Financial Representatives offer access to Trust Services through the Private Trust Company N.A., an affiliate of LPL Financial.