Retirement Planning
Build a retirement strategy that aligns with your timeline, lifestyle goals, and income needs. We model scenarios so you know what to expect.
Learn more
Virginia Beach Financial Advisors
Wealth That Lasts
Starts With a Plan
Navigate retirement, investments, and tax strategy with a trusted advisor who understands the unique financial landscape of the Virginia Beach community. Your future deserves more than a generic roadmap.
25+
Years Serving VB
$2B+
Assets Advised
1,200+
Families Served
Fiduciary committed
Your interests always come first
What We Do
Comprehensive Financial Services
From retirement planning to tax optimization, we provide the full spectrum of financial services tailored to your goals and risk tolerance.
Investment Management
Diversified portfolios designed around your objectives. We monitor, rebalance, and adjust — so your money works as hard as you do.
Learn moreTax Strategy
Reduce your tax burden with proactive planning. We coordinate with your CPA to structure withdrawals, investments, and gifting efficiently.
Learn moreEstate & Legacy Planning
Protect what matters most. We help structure your estate to preserve wealth for the next generation and honor your values.
Learn moreRisk Management
Insurance and protection strategies that safeguard your family and assets against life's uncertainties — from disability to long-term care.
Learn moreCollege Savings
529 plans and education savings strategies that give your children the best start — without compromising your retirement security.
Learn more
25+
Years of
Excellence
Excellence
About Us
Meet Our Team
Trusted Advisors in the Heart of Virginia Beach
Located on 32nd Street since 1998, Wells Fargo Advisors has been a cornerstone of the Virginia Beach financial community. We serve professionals, business owners, and families who want more than transactional advice — they want a partner who understands their full financial picture.
Our team brings deep expertise in retirement income planning, tax-efficient investing, and estate preservation. We take the time to understand your goals, your concerns, and your definition of success — then build a strategy that actually moves you forward.
Client-First Fiduciary Standard
We act in your best interest, always — not the institution's.
Proven Track Record
Decades of navigating market cycles for our clients successfully.
Transparent Communication
No jargon, no surprises. Clear reports you can actually understand.
Our Process
A Clear Path to Financial Confidence
We've refined our process over 25 years to make working with us straightforward, transparent, and genuinely collaborative.
Discovery Call
We start with a complimentary 30-minute conversation to understand your goals, current situation, and what success looks like for you.
Deep-Dive Analysis
We review your complete financial picture — investments, retirement accounts, insurance, tax situation, and estate documents.
Custom Strategy
We present a tailored plan with specific recommendations, projections, and clear explanations of every recommendation.
Ongoing Partnership
Markets change, life changes. We monitor your portfolio, adjust as needed, and check in regularly so you're never in the dark.
Client Stories
What Our Clients Say
After retiring from the Navy, I was overwhelmed by all the decisions ahead. The team at Wells Fargo Advisors took the time to explain everything clearly and built a retirement plan that actually lets me sleep well at night.
We had been with a firm that treated us like account numbers. Switching to Wells Fargo Advisors was like night and day. They know our names, our goals, and they proactively reach out with ideas.
Running a small business means my finances are complicated. They simplified everything — taxes, retirement accounts, succession planning — and made it all feel manageable. I wish I'd found them sooner.
Get in Touch
Let's Start a Conversation
Whether you're planning for retirement, looking to optimize your investments, or just want a second opinion on your current strategy — we're here to help.
Office Address
300 32nd St
Virginia Beach, VA 23451
Phone
(757) 372-9266Business Hours
Monday – Friday: 9:00 AM – 5:00 PM
Saturday – Sunday: By appointment
Request a Consultation
Fill out the form below and we'll get back to you within one business day.
Your information is secure and will never be shared with third parties.
