How to Choose a Wealth Manager in Charlottesville, Virginia

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...
How to Set Up an Estate Plan for Family and Loved Ones

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...
Wealth Management Advice for the Second Generation

Wealth Management Advice for the Second Generation

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...