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My Approach
Wealthway Financial Advisors is an independent Registered Investment Advisor legally held to a fiduciary standard to put our clients' interests ahead of our own in any business dealing or recommendation that we make. As the premier financial planning firm in Hampton Roads, we integrate expert investment management with personalized, on-going financial advice to help our clients answer life's big financial questions and enhance their quality of life.
The Clients I Serve
Business Owners, Executives, High Earning First Generation
Major Milestones I Specialize In
Early Retirement or Financial Independence, Retirement Planning, Sudden Wealth or Inheritance
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.