VNB Wealth Management…a foundation built on trust
Offering community-based trust and investment services was a key priority for the founders of Virginia National Bank. Since 2000, we have been providing families and institutions with a local, independent and deeply experienced investment team committed to achieving the long-term financial goals of our clients. As of July 1, 2018, trust and investment services are being offered by Virginia National Bank (VNB). Prior to that date, trust and investment services were offered through VNBTrust, N.A., a national trust bank regulated by the Office of the Comptroller of the Currency, formed in 2007.
VNB Wealth Management employs an integrated approach to financial planning and investment management which is designed to provide clients with a comprehensive wealth management solution. We work with our clients to determine their specific needs, and we dedicate the applicable resources to deliver the range of services necessary to meet their unique objectives.
- Investment Management
- Wealth Advisory Services
- Trust and Estates Services
VNB’s Competent Counsel. In line with your goals.
We operate and maintain a boutique structure that enables us to deliver on a client-first service commitment. In our group, you have found a team with a “family” culture that prioritizes your interests over other needs normally driving a business model. We are keenly aware that our success can only be derived from your success.
We appreciate that you have unique financial concerns, and we’re committed to providing customized counsel based on your specific requirements. You want to be with an advisor you can trust and someone to whom you can confidently delegate your financial management, so you can focus on what’s most important to you.
You want to work with an advisor who:
- Provides financial guidance in a patient, straightforward, non-sales approach
- Focuses on research and finding investment opportunities that are in line with your goals
- Communicates proactively and consistently
- Knows you personally and understands what “best interests” means to you
You are our client. You inspire us. We respect you. We are fortunate to work with you. You want professional guidance, and we stand ready to help you.
VNB’s Discovery Meeting. We listen with purpose.
Getting started is simple. Contact us today to learn about VNB Wealth Management and if it is the right partner for you.
Please call (434)- 817-4242 or send us an email at firstname.lastname@example.org.
Let’s start with a free, one-hour, information-driven consultation. We call our first get-together the Discovery Meeting. You can expect two or three solid recommendations, free of charge, designed to improve your financial planning efforts. We’ll listen with purpose to your pain points, your goals, your challenges, and your insights. And there’s no further obligation.