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 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 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...
By Robert (Buck) C. Klintworth, CMT Senior Vice President There’s a saying among wealth managers in Charlottesville, Virginia and elsewhere: the first generation makes it, the second generation spends it, and the third generation blows it. No generation sets out to...
