We are dedicated to providing our clients with excellent service at all times. Building strong relationships between clients and their financial professionals is an integral part of developing a successful financial strategy. Our clients must maintain high expectations from their advisors, and we are committed to exceeding them.
Why Choose Us?
We recognize that selecting the “right” wealth management firm is a very individual decision and one that has the potential to provide you and your family with financial peace and security. There is no such thing as a firm that is a perfect fit for everyone and we certainly do not expect to meet every prospective client’s needs. Since choosing the “right” advisor will have a significant impact on you and your family for years to come, we welcome you to understand and embrace our approach.
At Virginia Asset Group, our clients tell us they enjoy working with us because:
- We have a wide breadth of experience that covers most of our clients’ financial concerns.
- We have knowledgeable practitioners with the breadth of knowledge and experience that assures our clients that we have the skills necessary to focus on their important financial matters.
- We are independent and free from third party influence. We offer unbiased, objective advice to help our clients make important decisions. As an independent firm, we operate under an open-architecture system and are not influenced by investment groups who might otherwise encourage us to sell their particular products. This independence allows us to focus on our clients’ needs rather than our own. What is best for you is what becomes best for us.
- We have a pro-active mindset in regards to client service. Our clients enjoy coming in on a regular basis to review their financial portfolio and affairs. Clients know they are not an account number; rather, they are an integral part of our family of clients. Our focus is on listening, understanding, and caring about our clients’ concerns and then acting to provide assurance and peace of mind to complicated matters.