Skip to content
  • T: 703.443.0222
  • F: 703.443.2226
Feel free to reach out.
  • Home
  • Our Team
    • Our Team
    • Edward Wetherell
    • Sarah Underwood
    • Elizabeth Wetherell
    • What Makes us Different
  • Who We Serve
    • Who We Serve
    • Business Owners
    • Corporate Executives
    • Families & Individuals
    • Retirees
    • Women Investors
  • Our Difference
    • Our Difference
    • Our Approach
    • Education Planning
    • Estate Charitable Giving & Trust
    • Financial Planning
    • Investment Strategies
    • Longevity Planning
    • Portfolio Management
    • Retirement Planning
    • Risk Management
  • Resources
    • Resources
    • Client Access Videos
    • Worthwhile
  • Contact Us
  • Virginia Managed Investments Inc.
    28 W Market Street Leesburg, VA 20176-2805 T: 703.443.0222 F: 703.443.2226
    Map and Directions Map and Directions
Raymond JamesRaymond James

A steadfast financial partner for families and individuals

For true financial well-being, you should feel secure in where you are and sure of how well you’ve planned for the future. We can help you get there. Through customized wealth management and financial planning, we partner with you to tackle everyday challenges and major milestones.

arrow

What does your financial future look like?

Our wealth management resources can help you visualize it. They can also help in creating a financial plan that’s designed to grow with you, from planning to send your child to college to planning your retirement income.

Families and Individuals

Families and Individuals

02/17/2020

Niches
Untitled-1

Case Study

Pursuing a plan to retire early

Joe enjoys setting audacious goals for himself when it comes to his career achievements and his retirement savings. In fact, he came to us with a goal of retiring early. We created a diversified asset allocation plan that includes his employer-sponsored and personal retirement savings accounts to help him pursue his goal of financial independence.

read 7 ways to boost savings


The hypothetical example above is for illustrative purposes and is not representative of any actual experience. Individual results will vary. Asset allocation does not guarantee a profit nor protect against loss.

50%

Goal savings rate

Milestones

Getting Married

We’ll help you think beyond the wedding day to your future as a couple.

  • Combining finances and accounts
  • Working toward shared financial goals
  • Taking your union into account in your legacy plan

Birth of a Child

We’ll help guide you through the changes this joyous event brings.

  • Planning for education expenses
  • Estate planning that allows you to designate a guardian
  • Mitigating risk with life and disability insurance

Changing careers

We’ll help ease the transition to a new venture.

  • Making the most of your benefits
  • Updating your financial plan and goals
  • Planning for the sale or purchase of a business

Getting divorced

We’ll help you navigate the path to financial independence.

  • Defining new financial goals
  • Building a solid foundation with banking and lending solutions
  • Updating your legacy plan and beneficiaries
arrow

Related Resources

Which education expenses are considered qualified?

Learn more about what the savings in a 529 plan can help pay for.

Family & Lifestyle

Leaving Money to Your Kids? Consider These Inheritance Tips

How to have a valuable family conversation about your estate.

Estate & Giving

Preserving Wealth Across Generations

07/24/2018
Wealth’s complexities merit reflection and thoughtful dialogue. P...

Family and Lifestyle

Home Budget Analysis

Managing your monthly budget can be difficult and frustrating. On...

Personal Finance

Mortgage: Adjustable vs. Fixed Rates Comparison

Use this calculator to compare a fixed-rate mortgage to two types...

Loans

Mortgage: 15 vs. 30-Year Comparison

Determining which mortgage term is right for you can be a challen...

Loans

Mortgage Payoff Calculator

How much interest can you save by increasing your mortgage paymen...

Loans

Net Worth Calculator

Your net worth is the value of all of your assets minus the total...

Personal Finance

Mortgage Refinance Calculator

How long will it take to break even on a mortgage refinance? Use ...

Loans
Untitled-1

Whatever your priorities are in life, we’re here to offer the guidance you seek.

let’s get started

Banking and Lending solutions are offered through Raymond James Bank, an affiliate of Raymond James & Associates, Inc.

Placeholder for tests - DO NOT DELETE - Retirement Readiness by the Decades

Placeholder for tests - DO NOT DELETE - Retirement Readiness by the Decades

02/01/2017
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Donec co...

Placeholder
Always here for you
Raymond JamesRaymond James
  • 28 W Market Street Leesburg, VA 20176-2805
  • T 703.443.0222
  • F 703.443.2226
  • Map & Directions
  • Map & Directions

Securities offered through Capitol Securities Management, Inc., member FINRA / SIPC . (Links to FINRA/SIPC website)

For important regulatory disclosures please click here. (Link to http://www.capitolsecurities/regulatory-disclosures/)

This material is not intended as tax or legal advice, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek tax or legal advice from an independent professional advisor. The content is derived from sources believed to be accurate. The information and data presented on this website are from sources believed to be reliable. Their accuracy and completeness is not guaranteed and the giving of the same is not deemed a solicitation on our part with respect to the purchase or sale of any securities.

Financial Advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Links are being provided for information purposes only. [Capitol Securities Management] is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. [Capitol Securities Management] is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.