Financial Designs of Virginia

Lineage Wealth, Inc. is a wealth management firm located in Norfolk, VA, offering a range of comprehensive financial planning services. With a focus on preserving and growing wealth, Lineage Wealth provides tailored strategies to help clients achieve their dreams, goals, and plans. Their experienced team guides clients through the ever-shifting financial landscape, offering proactive solutions and a vaunted communication strategy to keep clients on track. Whether it's portfolio growth, risk management, college savings, or estate protection, Lineage Wealth provides personalized strategies aligned with clients' values. Lineage Wealth's financial planning process evaluates clients' entire financial picture, helping them reach their financial goals. With a range of resources, including articles, calculators, newsletters, and videos, Lineage Wealth keeps clients informed and educated about important financial topics. Their services include tax planning, concierge services, in-depth wealth management, and trust services. As a registered investment advisor, Lineage Wealth is committed to providing exceptional service and guidance to residents of the states in which they are properly registered or licensed.Generated from the website

Courage Miller Partners, based in Norfolk, VA, is an independent Registered Investment Advisor offering portfolio management, financial planning, and retirement plan consulting services. With a focus on reducing risk and maximizing long-term success, their team of financial professionals provides goal-oriented investment strategies tailored to each client's needs. Founded in 2008 by Ralph Courage and Jeff Miller, Courage Miller Partners operates as fee-only fiduciary advisors with over 90 years of collective experience. Committed to transparency and client-centric service, they manage over $400 million in assets, helping individuals and businesses navigate the complexities of financial planning and investment management.Generated from the website

Whichard Woolard and Mitchell Wealth Management is a highly experienced practice that specializes in working with business owners, including vacation rental management (VRM) owners. With over 170 years of combined experience, their team is dedicated to helping clients achieve their financial goals and create a lasting legacy for future generations. They offer a range of wealth management services and strive to deliver life-changing results for their clients. With three office locations in Eastern North Carolina, including Outer Banks, Elizabeth City, and Ahoskie, Whichard Woolard and Mitchell Wealth Management is proud to serve a diverse clientele. Their team of professionals is committed to building strong relationships with their clients and providing personalized strategies to help them reach their ideal investment future. Whether it's a portfolio review or consultation, they are ready to assist clients in developing effective financial strategies.Generated from the website