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Our Services

At VCU Wealth Management, we are dedicated to providing you with the tools and strategies necessary to pursue your financial goals. We offer a range of services designed with a goal to help you grow your wealth, plan for retirement, minimize taxes, and protect your estate.

I Smart Investment Process

Benjamin Graham once said, “The essence of investment management is the management of risks, not the management of returns.” Our SMART Investment Process is a disciplined approach to managing the risks in investing. We focus on helping clients limit downside risk and increase their wealth.

I Retirement Income Planning

The Income For Life Model is our process for that very important day when you leave work for good and begin to take income from the funds you have worked so hard to save. We work with you to design a strategy of income distribution to keep the income flowing throughout your golden years.

I Smart Tax Planning

Effective tax planning is an essential part of any comprehensive financial plan. We can help you navigate the ever-changing tax landscape and develop a plan that minimizes your tax liability. We work closely with you to understand your financial situation and identify opportunities to reduce your tax burden.

I Estate Planning

Nothing is more frustrating than working hard over a lifetime to grow and preserve your assets only to have them eaten up in attorney’s fees or probate court costs upon your graduation from this life. We will work with you to develop a plan that addresses your unique goals and desires for passing on your legacy. We will help you identify opportunities and issues to help you have greater confidence knowing your affairs are in order.