Petersburg: (804) 862-1585

Dinwiddie: (804) 469-7812

Chester: (804) 748-8144

Who We Are

Appomattox Wealth Management

Who is Appomattox Wealth Management?

Appomattox Wealth Management offers an individually focused approach to financial planning to help clients pursue their goals through a comprehensive planning process. We work together to develop a financial plan based on our clients’ needs and values. We know our clients have specific needs, and deserve customized, personal service.

Our Mission

"Striving to meet the financial planning needs of individuals, families, and businesses"

We Provide Specialized Planning

which includes services for both individuals and businesses
Investment Planning 401 (k), Simple & SEP IRAs
Retirement Planning Estate Tax Review
Insurance Planning Long Term Care Insurance
Estate & Tax Planning Charitable Giving
Cash Flow Analysis Brokerage Services
Social Security Analysis Education Funding
Business Succession Planning Education Funding

Our Commitment

Committed to devoting attention to:

  • Creating and maintaining your customized life plan
  • Evaluating risk and making smart financial decisions
  • Helping to work towards your financial goals and helping your avoid your financial fears

Our Commitment includes:

  • Regular portfolio reviews
  • Educational workshops/seminars
  • Annual client appreciation events
  • Information on economic trends through quarterly newsletters and emails

Schedule Your Analysis

Our team is here to answer all your questions. Contact us today to learn how we can help you pursue your goals.

Appomattox Insurance
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