Financial Advisors
· Charlottesville, VA
Published in partnership with Capitum Wealth Management
Book online anytime
Capitum Wealth Management is an independent financial advisory firm serving Charlottesville and surrounding areas, offering comprehensive wealth management, investment management, and financial planning services. The firm works with clients to develop personalized strategies aligned with their financial goals, utilizing a consultative approach to help build and preserve wealth across various life stages.
Best for: Mid-to-high net worth individuals, Pre-retirees and retirees, Business owners
Service area: Charlottesville, VA and surrounding areas
Personalized Financial Strategy: Capitum develops customized wealth management plans tailored to individual client goals, circumstances, and risk tolerance rather than using one-size-fits-all approaches.
Comprehensive Advisory Services: The firm offers integrated financial planning and investment management to help clients navigate multiple aspects of their financial lives, from retirement planning to wealth preservation.
Book online: Book Online Now →
Phone: (434) 422-5185
Address: 2410 Old Ivy Rd Suite 210, Charlottesville, VA 22903 (Get directions)
Website: capitumwealth.lpl.com