Tracy Meade, CTLC

At Origin Wealth, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Charlottesville, VA area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

HistoryEstablished in 1994 Our Client Strategists in Charlottesville, Richmond, and Norfolk offer more than 150 years' collective experience in implementing tax, generational, and philanthropic strategies. These principals work with our team of more than 20 professionals and a strong network of partners. Together, we address virtually any financial issue that may arise, from real estate disposition to aircraft acquisition.SpecialtiesToday, Signature serves approximately 150 client families. We have extensive experience in helping them manage the wealth that comes from significant liquidity events, and the constellation of issues that follows. Together, we succeed in unlocking the potential of our clients' wealth.

Long Insurance and Financial Services was founded by Dreama Long in 1988. In 1995, Dreama established Long Service Agency to provide billing services for local medical and dental practices.We provide a full range of health and fixed insurance products in addition to our medical and dental billing...