2026 CoVaBIZ Best of Business Award Winner!
Coastal Virginia Wealth Group - Chesapeake has been voted as a winner in the 2026 CoVaBIZ Best of Business Awards! We are excited and honored to be recognized as the Best Wealth Management/Financial Planning Company in Chesapeake. Award based on reader votes. Thank you for all of your support.
Investment Management
Whether opening your first IRA, or needing rollover services from accounts from past employers, getting ready to retire, or simply desiring Professional Management of your investments.
Make a plan to fund your future
What kind of retirement do you dream of? Whether you hope for world travel, quiet days in the garden, or time to finally write that novel, I can help you make a plan to pursue your goals.
Services for your business
Your business has unique needs, and I have the resources to support you, your business and your employees.
Learn how your business can benefit by offering services such as financial wellness and planning, employee benefits and retirement plans.
Understanding Qualified Charitable Distributions
Five Most Overlooked Tax Deductions
