A comprehensive financial planning firm located inside a number of the Bank of Botetourt’s branches throughout Southwest Virginia. To better serve you please contact us!
Email Us TodayA comprehensive financial planning firm located inside a number of the Bank of Botetourt’s branches throughout Southwest Virginia. To better serve you please contact us!
Email Us Today
Our mission is to help your family build and maintain wealth with trusted guidance through the ever-changing financial landscape. We prioritize strong client relationships, offering expert advice, clear communication, and personalized service to set, monitor, and achieve your financial goals.
We focus on understanding your goals and creating a plan to achieve them. After presenting our analysis and recommendations, we work with you to implement strategies and monitor progress. Through regular meetings, we assess and adjust your plan as needed, building a relationship based on trust, expert advice, and personalized service.
A strong community thrives when its residents feel financially secure and confident. Every stage of life brings unique challenges and opportunities, and we’re here to guide you with expert advice and personalized strategies. At Botetourt Wealth Management, our team is committed to helping you make smart financial decisions so you can focus on living life to the fullest.
Our team lives, works, plays, and volunteers in the community, allowing us to build strong, personal relationships based on trust. For over 18 years, we have been committed to helping customers make informed financial decisions that align with their goals. With a client-focused approach and a dedication to personalized service, we strive to provide expert guidance those who rely on us.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA and SIPC).
Insurance products are offered through LPL or its licensed affiliates. Bank of Botetourt and Botetourt Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Botetourt Wealth Management, and may also be employees of Bank of Botetourt. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Bank of Botetourt or Botetourt Wealth Management. Securities and insurance offered through LPL or its affiliates are:
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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