Network·Family Office

James River Asset Management, LLC

Unclaimed

📍 MIDLOTHIAN, VA

Family Officefinancial services
www.jamesriverwealth.com

SEC CRD #801-112743

About

James River Wealth Advisors | Select Page Bridging today’s reality with tomorrow’s aspirations Markets may change but good financial planning advice is timeless We are James River Wealth Advisors Since 1982, we have served individuals, families, and businesses in Central Virginia with one guiding principal: treat others as we would like to be treated. We understand the diverse needs of our clients because we are business owners with families, which is why we would never recommend a product or service that we did not fully understand or believe was needed. We are long-time neighbors and friends who simply desire to serve others with the knowledge and skills we have acquired in over 30 years of business. MEET OUR TEAM What We Offer We are prepared to walk with you through every stage of your life, adjusting plans and strategies as your circumstances change because we understand that your dreams drive you. Comprehensive Financial Planning Insurance Planning Investment Management (Wealth Strategies/Asset Allocation) Business Planning Strategies GuideWater We help families across all diagnoses navigate special needs benefits and plan for the future—at your family s pace. Ongoing financial planning will ensure that families with loved ones who have special needs can live with peace of mind that their loved ones will be well taken care of when they are no longer here. You don t have to navigate this alone. Our Clients Alone you are smart. Together, we are brilliant. We work with a w

Key Contact

SO

SALLY ORR

CHIEF COMPLIANCE OFFICER

📞 (804) 323-0517

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Geographic Focus

central virginia

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AUM

$274M

Check Size

$15.5B–$15.5B

Location

MIDLOTHIAN, VA

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