BRIDGING THE GAP
Bridges provide a way to connect one side to another and overcome gaps that would otherwise make it difficult to continue along a smooth journey. Literally, “bridge the gap” means to function as a bridge and connect two points. Here at James River Wealth Advisors, we aim to “bridge the gap” with our valued clients and professional partners through timely and relevant news, insights and commentary from our team. Check back here often to learn in real-time more about how we are helping clients preserve and manage their wealth, or just check in to see what all we’ve been up to!
Inheritances and Special Needs Planning for an Exceptional Family Member
A big risk- the risk of relatives or close friends leaving your child or loved one with a disability money to their name directly
BUSINESS SUCCESSION PLANNING
If you are a business owner, you may be asking yourself “what will happen to my business if something happens to me?”
Yesterday the market suffered its worst drop since Black Monday in October 1987. Trading volume was high as signs of panic selling appeared. While we have a difficult six weeks or so ahead, it is a passing event.
Reassurance on Market Volatility and Coronavirus Uncertainty
The market volatility and Coronavirus uncertainty continue to persist with a direct impact on our daily lives. Be assured, your James River Wealth Advisors team is constantly monitoring how the Coronavirus is affecting the financial markets, your investments, and the health and safety of our clients and our employees.
How the Secure Act Affects Financial Planning for Those Under 50
The Setting Every Community Up for Retirement (SECURE) Act was signed into law by President Trump on December 20, 2019 and brought many changes for those in all stages of life, as well as making it easier for small businesses to set-up retirement plans for their employees.
Bridging where you are to where you want to be through timeless financial advice / Contact us today to get started!
James River Wealth Advisors
15521 Midlothian Turnpike, Suite 100
Midlothian, VA, 23113
P: (804) 302-0502
Securities offered through J.W. Cole Financial, Inc (JWC) Member FINRA/SIPC. Advisory Services offered through James River Asset Management LLC. James River Wealth Advisors and James River Asset Management LLC are unaffiliated entities of J.W. Cole Financial.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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