Who is a typical Fonville Wealth Management Client?
Our clients include individuals and families in the Richmond, Va area aged 50 years and older. New clients typically have over $500,000 in investable assets and exhibit one or more of the following characteristics:
You have a high concern for your family and loved ones.
You view investing as a hindrance rather than a hobby.
You prefer a conservative investment plan based on long-term investing, rather than short-term trading or speculation that may or may not work over time.
You worry about what might happen to your spouse financially in the event something happens to you.
You prefer to spend your time enjoying life rather than constantly analyzing your finances and keeping up on the latest investment strategies.
You seek a trusted financial advisor in Richmond, Va who will look at your total financial picture, and not just your investments.