Botetourt wealth management
Botetourt Wealth Management is a comprehensive financial planning firm located inside a number of the Bank of Botetourt's branches throughout Southwest Virginia. 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 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.
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.
To better serve you please contact us at: firstname.lastname@example.org.
We are a full service firm offering a variety of personalized investment services including:
- Brokerage Services (stocks, bonds, mutual funds, etc.)
- Retirement Planning
- Risk Management
- Portfolio Analysis
- Tax Reduction Strategies
- Insurance Analysis
- Medicare/Medicaid Planning
- Long Term Health Care Issues
- Charitable Planning
- Business Succession Planning
- Estate Planning
IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:
Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“RIA”) may only conduct business in a state if the representatives and the BD or RIA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.
Representatives of a BD or RIA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
Cetera Advisors Networks, LLC, member FINRA/SIPC and a Registered Investment Advisor, is not affiliated with Bank of Botetourt or Botetourt Wealth Management. Securities, advisory services and insurance products offered through Cetera Advisors Networks, LLC and affiliated insurance agencies are *not insured by the FDIC or any other Federal Government agency *not a deposit or other obligation of, or guaranteed by any bank or their affiliates *subject to risks including the possible loss of principal amount invested. Cetera Advisors Networks, LLC does not provide tax advice.
Check the background of this investment professional on FINRA's BrokerCheck: https://brokercheck.finra.org/