Who Do We Serve

Individuals/Families

For individuals and families looking to invest, we offer a wide range of solutions. Before even making a suggestion, we take time to get to know our clients through an in person meeting, during which, we learn about our clients aspirations. These aspirations dictate our solutions, which are individually prepared so that no two plan is alike. Our advice is made simple so that you know exactly how we plan to proceed and to help you feel confident about the course we plan to take. Our team specializes in serving individual clients, helping families, and providing comprehensive coverage for all of your financial needs.

High Net Worth Clients

Our firm serves numerous high net-worth clientele. As a team, we are strong advocates of the listen first principal and the tool-kit approach. Our belief is to make a plan catered to your exact needs based on thoroughly knowing your current financial situation, expectations, and goals with your finances. We equip you with the right tools to achieve your aspirations by meticulously monitoring your finances, quarterly one-on-one meetings, and building a relationship that lasts.

Corporations

For business owners out there, we also specialize in employee benefits and in planning for your company's future. At Virginia Asset Group, we have a unique approach for businesses where we spend time with each layer of the company from the CEO to the associates. We take a load off of the human resources department through a personal visit to a company’s site, answering questions about your plans and helping your employees understand what is being offered to them. These conversations help owners and employees feel confident about their benefits and about their financial future.

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