Who We Are

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.
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 |