ABOUT US

THE MISSION OF RVA WEALTH MANAGEMENT: 

Educating in the Present, Planning for the Future. 

OUR VALUES

CLIENT FOCUS AND INTEGRITY: 

 

We consider every client as family and hold integrity at the top of our pyramid of values. There is transparency in everything we do and each service we offer you. When you work with the professionals at RVA Wealth Management you will get well informed and unbiased financial advice based on your needs and what is in your best interest. 

ASSET PRESERVATION AND APPRECIATION:

 

 Our first objective is asset preservation, our second is asset appreciation. We want clients to understand the how, what and why of investment decisions, so we keep them informed of market trends and conditions, risks and opportunities. We are here to help you live a balanced retirement, maintain and enjoy your lifestyle. 

TRUST AND DEPENDABILITY:

 

We work honestly and consistently with you to provide the best wealth management for you and your family. We want you to understand who we are and how we do business from the beginning, and work hard to understand and learn your story. Whether we are meeting you in our office for a one-on-one consultation, welcoming you to an educational event or visiting your place of business or home, our goal remains the same: to do what is best for you.

​TEAM WORK: 

We draw on our expertise and available information and work as a team for you and with you to empower you to make sound financial decisions each step of the way.

EXTENDED COMMITMENT TO THE PROCESS AND A FIDUCIARY DUTY TO OUR CLIENTS: 

With a long background working alongside small businesses as well as corporate clients, along with years of experience, we are prepared and confident to tell you that discipline is the key to success in retirement planning. We strive to take a process-oriented approach in order to meet your wealth management and business planning needs. We ask you to match our discipline with your own, committing yourself to the planning process and following through on agreed-upon action steps.
 

 

 

COMMITMENT TO EDUCATION:
 

At RVA we believe timely financial education is important thence our mission is centered on educating now for better financial futures.


 

MEET THE RVA WEALTH MANAGEMENT TEAM!

What makes us different


 We go beyond financial planning, investing and tax strategies; we provide:

 

  • Personalized services

  • Research and education services

  • Well integrated talent backed by current and reliable Information

  • Clear principles that always guide our work