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Botetourt Wealth Management

 A comprehensive financial planning firm located inside a number of the Bank of Botetourt's branches throughout Southwest Virginia.

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Our philosophy is simple.

We want to get to know you in order to help you make the best financial decisions possible. We offer financial planning services, investment advisory & management services, estate planning, and a full range of insurance planning and solutions. 

Our Mission

Our mission is to help your family create and maintain wealth by guiding them through the ever-changing financial landscape. We strive to build client relationships centered on trust, competent professional advice, continual communication and prompt customized service. We assist our clients in setting financial goals, monitoring these goals and keeping them informed of the process and achievement of these goals.

Our Focus

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the strategies and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan. We strive to build client relationships centered on trust, competent professional advice, continual communication and prompt, customized service.

Botetourt Wealth Management is locally owned and highly involved in our communities.
We live, work, play, and volunteer in the same small towns as those we serve.
We have been helping clients make solid financial choices for over 18 years. 

Our Services

We are a full service firm offering a variety of personalized investment services including:

  • Financial and Retirement Planning
  • Asset Allocation and Model Management
  • Estate Planning
  • Insurance
  • Understanding Your Options : 401k - 403B - TSP - IRA
  • Planning for Business Owners
  • Managing Your Finances
  • Charitable Giving
 

Meet Our Wealth Management Team

The Strength of any community is reflected in the security and vitality of its residents. Every stage and situation in life presents unique challenges and opportunities. We are here to help you make wise financial decisions so you can confidently live life to the fullest. Meet the team that will help to make that happen!

Check the background of the investment professionals on FINRA's BrokerCheck

BIO-Schenker

Andrew Schenker

Senior Wealth Advisor

Phone: 540-299-0901
Mobile: 540-537-2806
Email Andrew

 

BIO-Fonda Coffey

Fonda Coffey

Financial Consultant, CFP®

Phone: 540-299-0901
Mobile: 540-570-9158
Email Fonda

BIO-Sereno

Jordan Sereno

Wealth Advisor

Phone: 540-299-0901
Mobile: 540-798-8028
Email Jordan

 

 BIO-Wootten

George Wootten, AIF®

Investment Analyst

Phone: 540-299-0901
Mobile: 540-769-7508
Email George

BIO-Rawling

Tiffany Rawling

Client Service Director

Phone: 540-299-0901
Mobile: 540-815-6773
Email Tiffany

BIO-Mutter

Jaret Mutter

Program Director
Wealth Advisor 

Phone: 540-299-0901
Mobile: 540-293-0707
Email Jaret

 

Important Consumer Information

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:

Not Insured by FDIC or
Any Other Government Agency
Not Bank
Guaranteed
Not Bank Deposits
or Obligations
May Lose 
Value

 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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Important Info

Routing Number: 051402550

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