Wealth Management at Lohr & Company
Personalized wealth management and investment strategies designed for retirement planning and long-term financial security. · Charlottesville, VA
Published in partnership with Lohr & Company · ← All Lohr & Company services
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Lohr & Company provides comprehensive wealth management services tailored to your unique risk tolerance, timeline, and financial objectives. With over 30 years of experience serving Central Virginia, their team builds custom retirement plans without pressure or confusion. They focus on informed decision-making, consistent communication, and multi-generational client relationships built on integrity and trust.
Session options and pricing
| Session | Price | Description |
|---|---|---|
| Wealth Management Services | Contact for consultation | Custom pricing based on your financial situation and management needs. Initial consultation to discuss your goals and determine the right approach. |
What is Wealth Management?
Wealth management is a comprehensive approach to managing your financial life that goes beyond simple investment advice. It involves creating a holistic strategy that encompasses portfolio management, retirement planning, tax considerations, estate planning, and risk management.
At Lohr & Company, wealth management means partnering with you to understand your complete financial picture—your goals, timeline, risk tolerance, and life circumstances—and then building a customized plan to help you achieve long-term financial security.
The Importance of Long-Term Planning
Effective wealth management requires thinking beyond immediate returns to focus on sustainable, long-term growth. This includes considering tax strategies, diversification, life insurance needs, and planning for major life transitions like retirement.
With over 30 years of experience, Lohr & Company helps clients navigate these complex decisions with clarity and confidence, adjusting strategies as life circumstances change while keeping long-term objectives in focus.
What's Included
Personalized Portfolio Management: Custom investment strategies aligned with your risk tolerance and financial timeline, actively managed and adjusted as needed.
Retirement Planning: Comprehensive retirement strategies including 401k management, income planning, and preparing for your post-work life adventures.
Ongoing Communication: Instant answers to questions, regular check-ins, and accessible advisors who know you personally and are invested in your success.
Tax-Efficient Strategies: Thoughtful tax planning integrated into your overall wealth management approach to maximize long-term growth.
Bottom line: Personalized wealth management with a local advisor has been associated with better long-term outcomes for retirement planning. The relationship-based approach allows for customized strategies that adapt to life changes.
Financial planning research emphasizes the value of comprehensive, long-term advisory relationships in achieving retirement goals and financial security.
Who Is Wealth Management Good For?
Good candidates: Individuals and families planning for retirement, managing 401k assets, seeking generational wealth planning, or wanting a personal relationship with their financial advisor. Particularly suitable for those who value local accessibility and long-term partnership.
Who should consult a doctor first: Schedule an initial consultation to discuss your financial goals, timeline, and current situation. Lohr & Company takes time to understand your needs before recommending any strategies.
General safety: Lohr & Company emphasizes informed decision-making with no pressure or gimmicks. Clients report never feeling compelled to move into something not fully understood, with transparency and integrity as core values.
Frequently Asked Questions
How long has Lohr & Company been in business?
Lohr & Company has been serving clients as financial advisors since 1993, providing over 30 years of experience in financial planning and wealth management.
Where are Lohr & Company's offices located?
They have two office locations in Central Virginia: one in Charlottesville, VA and one in Madison, VA, making in-person meetings convenient for local clients.
What makes Lohr & Company different from larger firms?
Lohr & Company offers personalized service without the stress and confusion of bigger firms, providing instant answers to questions, no-pressure advice, and a custom-built approach tailored to your individual needs.
Do they work with families across generations?
Yes, Lohr & Company is a multi-generational practice with Greg Lohr's son Ethan taking on increasing responsibility, and they serve families over decades, including estate and generational wealth planning.
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Contact & Location
Book online: Book Wealth Management at Lohr & Company →
Phone: (434) 260-6742
Address: 230 Court Square Ste. 201, Charlottesville, VA 22902 (Get directions)
Website: lohrandcompany.com/?utm_source=+google&utm_medium=+gmb&utm_campaign=+webbutton&utm_id=gmb
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| Mon | 9:00 AM – 5:00 PM |
| Tue | 9:00 AM – 5:00 PM |
| Wed | 9:00 AM – 5:00 PM |
| Thu | 9:00 AM – 5:00 PM |
| Fri | 9:00 AM – 5:00 PM |
| Sat | Closed |
| Sun | Closed |
