Wherever you want to go, we're ready to help at every step of the journey.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
We work with you one-on-one to create an investment strategy that begins with a true understanding of your risk tolerance, time horizon, and goals. Thanks to our collaborative and transparent methods, we want you to always know where you stand.
In addition to working together, we'll help you have your finances fit your lifestyle.
Life moves pretty fast and can change even faster. That's why it pays to have a quick, flexible team to help every step of the way.
Dream big, have fun.
Our investment team can create a portfolio that's designed to fit your lifestyle.
We have resources that can help resolve some of the most sophisticated tax issues.
It can be difficult to think about leaving our loved ones behind. With sensitivity and care, we'll help create an estate strategy for your family's situation.
Wealth management is one of the most overlooked parts of building a sound retirement strategy. Let us help you build for tomorrow.
Our financial professionals love to help navigate the intersection of life and financial preparation. With our team at your back, you'll be able to live a life full of fun, passion, and purpose. Let’s forge a path to your financial future together.
"It has been months since we first met with James and his team, and they made the transitions of our investments super easy. We couldn’t be happier"
Sara Customer,Happy Client and Retiree
"James and his team provide world-class financial advice on a very personal level."
George Customer,Happy Client and Retiree
"The depth of expertise and knowledge available is beyond helpful. And if I ever have a question, I know Tom is only a phone call away."
Phyllis Vanderbundt,Happy Client and Retiree
1453 West Main Street
Salem, VA 24153