Wealth Management in Frederick County, VA

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List of Firms

Frederick County, VA Wealth Management Firms

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John R. Clawson, MBA, CFP®, Shenandoah Valley Financial Services
Location 440 W Jubal Early Dr #220, Winchester, VA 22601, USA
Phone (540) 662-4642
Language https://www.shenandoahvalleyfinancial.com/
Directions
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Kraft & Associates Wealth Management Inc
5 out of 5
Location 331 N Royal Ave, Front Royal, VA 22630, USA
Phone (540) 635-2787
Language http://www.kraftwealthmgt.com/
Directions
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Trainor Consulting
Location 148 Fair Ln, Winchester, VA 22603, USA
Phone (412) 400-4680
Language http://mrtrainorconsulting.com/
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Wiseman and Associates Wealth Management
Location 115 The Plains Rd #100, Middleburg, VA 20117, USA
Phone (540) 687-7077
Language http://www.wisemanandassociates.com/
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Creveling Wealth Management
Location 3051 Valley Ave #110, Winchester, VA 22601, USA
Phone (540) 667-0466
Directions
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Water Street Financial
SEC File# 801-121720
CRD# 314822
5 out of 5
Location 335 Westside Station Dr, Winchester, VA 22601, USA
Phone (540) 450-8351
Language https://www.waterstreetfinancial.com/
Directions
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Swift Run Capital
Location 3031 Valley Ave #106, Winchester, VA 22601, USA
Phone (540) 409-2335
Language http://www.swiftruncapital.com/
Directions
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TDC Virginia
Location 202 W Boscawen St, Winchester, VA 22601, USA
Phone (540) 723-4911
Directions
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Brown Harris Wealth Management
5 out of 5
Location 309 N Main St, Culpeper, VA 22701, USA
Phone (540) 825-1588
Language http://brownharrisinc.com/
Directions
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Tracey S Legare | Fairway Independent Mortgage Corporation Branch Manager
Location 149 Creekside Ln, Winchester, VA 22602, USA
Phone (540) 327-4915
Language http://www.traceylegare.com/
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Horizon Ridge Wealth Management
Location 44679 Endicott Dr Suite 300, Ashburn, VA 20147, USA
Language http://www.hrwmgmt.com/
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Hunt Country Wealth Management
5 out of 5
Location 49 S Loudoun St, Winchester, VA 22601, USA
Phone (540) 205-8186
Language https://huntcountryinvestments.com/
Directions
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The Myrias Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 100 Creekside Ln, Winchester, VA 22602, USA
Phone (540) 667-8626
Language https://www.ameripriseadvisors.com/team/themyriasgroup/contact?cid=IP_local_google
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Mission Financial Advisors
5 out of 5
Location 1604 W King St, Martinsburg, WV 25401, USA
Phone (304) 263-3030
Language http://www.missionfinancialadvisors.com/
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Quantive
Location 704 Baker Ln Suite 2, Winchester, VA 22603, USA
Phone (888) 827-1624
Language https://goquantive.com/
Directions
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Management Core Solutions, Inc.
1 out of 5
Location 3042 Valley Ave #108, Winchester, VA 22601, USA
Phone (540) 535-9001
Language http://www.mgmtcoresolutions.com/
Directions
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Coldwell Banker Property Management
5 out of 5
Location 1682 S Pleasant Valley Rd, Winchester, VA 22601, USA
Phone (540) 662-4590
Language http://safepropertymanagement.com/
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Wealth Management in Frederick County, VA

Where Wealth Management Advisors in Frederick County, VA Serve

Frederick County, VA is a vibrant community filled with rich history and bustling commerce. It boasts a plethora of landmarks, including the historic Belle Grove Plantation, the Winchester National Cemetery, and the Shenandoah Valley Discovery Museum. The county is home to several top employers, such as American Woodmark, Rubbermaid, and Trex Company, which provide a diverse range of job opportunities. Major highways and streets, such as I-81, Route 50, and Route 522, make transportation and commuting a breeze. The county is comprised of several unique neighborhoods, including the charming downtown area of Winchester, the peaceful countryside of Stephens City, and the growing community of Middletown. With its blend of history, industry, and natural beauty, Frederick County, VA is a dynamic and thriving destination for residents and visitors alike.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Frederick County, VA can benefit from a bank in several ways. Firstly, a bank can provide them with financial advice and assistance in managing their money. With the county being home to several small businesses, a bank can offer loans and other financing options to support their growth. Additionally, many residents in the county rely on agriculture as their primary source of income. A bank can provide them with agricultural loans to help them purchase equipment, livestock, and other necessary items to run their farms. Furthermore, with the county being a popular tourist destination, a bank can offer services such as foreign currency exchange and travel insurance to both residents and visitors. Overall, a bank can play a crucial role in the financial well-being of the residents of Frederick County, VA.

Insurance Broker

Residents of Frederick County, VA can greatly benefit from the services of an insurance broker. With the county's growing population and diverse demographics, an insurance broker can provide tailored insurance solutions to meet the unique needs of each individual. For example, residents living in the rural areas of the county may require specialized coverage for their farms or livestock, while those living in the more urban areas may need coverage for their businesses or rental properties. An insurance broker can also help residents navigate the complex world of health insurance, which is especially important given the county's aging population. Additionally, with the increasing frequency of severe weather events in the area, an insurance broker can assist residents in obtaining comprehensive coverage for their homes and property to protect against potential damage. Overall, an insurance broker can provide invaluable assistance to residents of Frederick County, VA in navigating the often-confusing world of insurance and ensuring that they have the coverage they need to protect themselves and their assets.

Retirement Planning

Residents of Frederick County, VA could greatly benefit from the expertise of a retirement planner. With the county's rapidly growing population, it is becoming increasingly important for individuals to plan for their future financial security. A retirement planner can assist with creating a comprehensive retirement plan that takes into account factors such as social security benefits, pensions, and 401(k) plans. In addition, the planner can help residents navigate the complex tax laws that are unique to Virginia. With the cost of living in the county being higher than the national average, it is crucial for residents to have a solid financial plan in place to ensure they can maintain their standard of living in retirement. A retirement planner can also provide guidance on long-term care options, which is especially important given the county's aging population. By working with a retirement planner, residents of Frederick County, VA can have peace of mind knowing that their financial future is secure.

Financial Advisor

Residents of Frederick County, VA can benefit from the services of a financial advisor in several ways. One of the most common ways is by creating a comprehensive financial plan that takes into account the unique economic landscape of the county. With a median household income of $72,000, Frederick County is home to a diverse mix of industries, including agriculture, manufacturing, and healthcare. A financial advisor can help residents navigate these industries and develop a plan that maximizes their financial potential. Additionally, a financial advisor can assist with retirement planning, investment management, and tax planning, all of which can be complex and time-consuming. By working with a financial advisor, residents of Frederick County can feel confident that their finances are in good hands and that they are on track to meet their long-term financial goals.

Mortgage Loan Officer

Residents of Frederick County, VA can greatly benefit from the services of a mortgage loan officer. These professionals can help individuals navigate the complicated process of obtaining a mortgage, which can be particularly challenging in a county with a diverse range of housing options. With a mortgage loan officer, residents can receive guidance on the various loan options available to them, including government-backed loans and conventional mortgages. Additionally, these professionals can help residents understand the unique challenges of the Frederick County housing market, such as the limited inventory of affordable homes and the high demand for properties in certain neighborhoods. By working with a mortgage loan officer, residents can find a loan that meets their needs and helps them achieve their dreams of homeownership in this vibrant and dynamic community.

Tax Services

Residents of Frederick County, VA can benefit from the expertise of a tax advisor in many ways. One specific area where a tax advisor can be helpful is in navigating the complex tax laws and regulations that apply to small businesses in the county. With a thriving economy and a diverse array of businesses, Frederick County presents unique challenges to small business owners who need to stay compliant with tax laws while also managing their finances. A tax advisor can help these business owners understand their tax obligations, identify deductions and credits that can reduce their tax burden, and develop strategies for minimizing their tax liability. Additionally, a tax advisor can provide guidance on issues such as payroll taxes, sales taxes, and state and local taxes, which can vary widely depending on the type of business and its location within the county. Overall, a tax advisor can be an invaluable resource for residents of Frederick County who want to stay on top of their tax obligations and maximize their financial well-being.

Estate Planning Lawyer

Residents of Frederick County, VA can benefit from the expertise of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can help residents create a comprehensive estate plan that outlines their wishes for the distribution of their assets after death. This is especially important in Frederick County, VA, where the median home value is $266,700, and residents may have significant assets to protect. Additionally, an estate planning lawyer can assist residents in creating a power of attorney and healthcare directives to ensure their wishes are carried out in the event of incapacitation. Furthermore, an estate planning lawyer can help residents navigate the complex legal landscape surrounding estate taxes and minimize the tax burden on their loved ones. Overall, working with an estate planning lawyer can provide peace of mind to residents of Frederick County, VA, knowing that their assets and wishes are protected.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth management services in Frederick County, VA are essential for individuals seeking to optimize their financial portfolios. A skilled wealth manager in this area can provide a range of services, including investment management, tax planning, estate planning, and risk management. They can also offer personalized financial planning advice to help clients achieve their financial goals. With the unique economic landscape of Frederick County, VA, a wealth manager can provide tailored solutions that take into account the region's industries, demographics, and tax laws. Whether it's managing a family's wealth or guiding a business through a merger and acquisition, a wealth manager in Frederick County, VA can provide the expertise needed to navigate the complexities of the financial world.

Frederick County, VA is undoubtedly the best place to get a wealth manager. With its diverse economy and thriving business community, the county offers a plethora of opportunities for investors to grow their wealth. In addition, the area boasts a rich history and culture, making it an ideal location for those seeking a balanced lifestyle. The county's strategic location, situated between the Shenandoah Valley and the Blue Ridge Mountains, provides easy access to major cities like Washington, D.C. and Richmond, VA, making it an attractive destination for both local and out-of-state investors. Furthermore, Frederick County's strong commitment to education and workforce development ensures that its wealth managers are highly skilled and knowledgeable in their field, providing clients with top-notch financial advice and investment strategies. Overall, Frederick County, VA is the perfect place to find a wealth manager who can help you achieve your financial goals and secure your future.