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
|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|