Who is Fonville Wealth Management?
At Fonville Wealth Management, we come to work every day because we want to continually answer the biggest question our clients face.
How do I prepare for a successful retirement while enjoying the lifestyle I love?
Couples worry whether or not they are making the smartest decisions with their money. Husbands worry what will happen to their wife financially if something happens to them. Wives wonder if they’ll have enough money in retirement to live the lifetyle they want most. Children wonder if mom and dad will have enough money to pay for healthcare costs in retirement. The list goes on….
Throughout history, families have struggled with making the BEST financial decisions while second guessing themselves in the process.
Our mission is to relieve successful families of the burden of worrying about wealth by delivering a lifetime of objective advice, guidance, and personal relationship.
As a result, we hope you’ll achieve peace of mind and financial security so you can focus on what matters: your life.
President and Personal Wealth Advisor
Katherine is the lead advisor and primary point of contact for our clients.
What’s your vision for the firm?
My vision is to to continually create an atmosphere of transparency, colloboration, and objective advice to reduce financial stress for the families I serve so they can enjoy a more fulfilling life.
What are the things that matter most to you?
My children, husband, family, and serving others are most important to me.
How do people often describe you?
Decisive. Meticulous. Optimistic.
What is your experience?
I’ve been a licensed investment advisor since 2004 and started Fonville Wealth Management in 2010. Prior to opening my firm, I consulted hundreds of financial advisors at Wachovia Securities/Wells Fargo Advisors on financial planning and retirement income planning best practices. Additionally, I have helped hundreds of successful families plan plan for a successful retirement.