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116 A Walton Park Lane
Midlothian, VA 23114

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Scott Reisenweaver

(804) 897-8742

 

What is Wealth Management?

We define Wealth Management as a process of identifying, assessing and managing unacceptable outcomes (risks), then developing a framework and infrastructure to deal with the risks.

Our Five Step Process

1 Identify & Prioritize

    Your Goals

2 Analyze & Evaluate

   Your Assets

3 Prioritize

   Issues

4 Activate & Implement

   Your Plan

5 Monitor & Adjust

   Your Success