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

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 achieve 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 Wealth Management Team provides specialized planning, which includes services for both individuals and businesses:

  • 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

Call today to schedule your analysis (804) 862-1585

Our Mission

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

Our Commitment

Appomattox Wealth Management is committed to devoting our attention to:

  • creating and maintaining your customized life plan
  • evaluating risk and making smart financial decisions
  • helping to realize 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

Contact Information

Petersburg Office

(804) 862-1585
(800) 222-1691 (Toll-Free)

Dinwiddie Office

(804) 469-7812

Chester Office

(804) 748-8144

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