(804) 862-1585 | Toll-Free: (800) 222-1691 Contact the Team

Appomattox Wealth Management & Insurance

Financial Advisors in Virginia | Insurance Agents in Virginia

Wealth Management

We provide specialized planning, which includes services for both individuals and businesses…
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Insurance Protection

We care about our clients and are here to help protect you from the unexpected situations in life. …
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Our Mission

Striving to meet the insurance and financial needs of individuals, families, and small businesses

Financial Services We Provide:

  • Investment Planning
  • Retirement Planning
  • Insurance Planning
  • Estate & Tax Planning
  • Cash Flow Analysis
  • Social Security Analysis
  • Business Succession Planning
  • 401 (k), Simple & SEP IRAs
  • Estate Tax Review
  • Long Term Care Insurance
  • Charitable Giving
  • Brokerage Services
  • Education Funding
  • Debt Management

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Contact Information

(804) 862-1585 (Petersburg)
(800) 222-1691 (Toll-Free)
(804) 469-7812 (Dinwiddie)

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