OUR PROCESS

Success starts with a strategy.

We believe a strong planning process is the best way to create a pathway to success. At RVA Wealth Management we use a goal-focused planning process. If you don’t have a target, you can’t hit it. Another key feature of our financial planning process is that it is a true collaborative effort. You participate in your plan development from the beginning, so it really becomes your plan. Details of our process are outlined as follows:

DISCOVERY SESSION

Before making a single recommendation, we’ll invest time in getting to understand your personal circumstances in detail, giving us a clear vision of where you stand today. We’ll establish goals, set priorities, explore your feelings about risk and perhaps even identify needs you didn’t realize you had.

 

ASSET ALLOCATION 

After analyzing your current portfolio and having established a common understanding of your goals, priorities and risk considerations, we’ll offer a recommended mix of investment types that matches your needs, reflects current market opportunities and provides diversification.

 

INVESTMENT SELECTION

Taking advantage of our firm’s access to a large variety of investment choices – from mutual funds to stocks, bonds, exchange-traded funds and alternative investments* that provide additional diversification opportunities – we’ll identify the specific investments to create a well-diversified portfolio. Our position in the industry also means you’ll have access to institutional money managers that might otherwise not be available.

MONITORING AND REPORTING

We share access to online, real-time reports that provide a clear and comprehensive view of your investments, covering asset allocation, performance history, tax implications and more.

REBALANCING

We’ll periodically adjust your portfolio to make sure it still reflects the plan we’ve agreed on — and do it in a way that’s sensitive to tax consequences.

 

ONGOING STRATEGY REVIEW SESSIONS

As your life changes, and as goals are accomplished and new ones arise, we’ll be with you every step of the way. We will meet with you regularly to make sure you stay on track, recommending appropriate adjustments and helping you identify new opportunities.

*Alternative investments are often speculative, lack liquidity, lack diversification, are not subject to the same regulatory requirements as mutual funds, may involve complex tax structures and delays in distributing important tax information, and may involve substantial fees. These products often execute trades on non-U.S. exchanges. Investing in foreign markets may entail risks that differ from those associated with investments in U.S. markets. These investments may not be appropriate for all investors.

OUR SERVICES

We help our clients prepare thoughtfully, invest wisely and give generously.

Contact RVAWM

 

We offer a complimentary consultation for all prospective clients to learn more about our firm and how we can help you define and reach your financial goals.

RVA Wealth Management


4050 Innslake Dr., Suite 155

Glen Allen, VA 23060
 Office: 804-497-2100

Fax: 804-612-3705

info@rvawm.com

RVA Wealth Management LLC ©2009 All rights reserved.

Securities: Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), which is an affiliate of Kestra IS. RVA Wealth Management is a member of Fusion Advisor Network, a platform of Kestra IS. Kestra IS and Kestra AS are not affiliated with RVA Wealth Management nor any other entities listed on this site. Kestra IS and Kestra AS do not provide tax or legal advice.

This site is published for residents of the United States only. Registered representatives of Kestra IS and investment advisor representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Kestra IS Compliance Department at 737-443-2582.

Any web site links referenced on this site are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.

©2015 All rights reserved.