Invest with experienced guidance

Preserving capital and managing risk are two important objectives for investors, and in today’s global economy, they can be more challenging than ever. Over the years, I’ve had the privilege of helping clients manage the complexities of their wealth through carefully constructed portfolios and a strategic combination of traditional investment solutions and more sophisticated investment alternatives. We can offer you an array of personalized investment services, support and guidance that can help make a positive difference as you pursue your financial goals.

At Virginia Managed Investments

Our mission is to ensure that all of your financial resources are working together to create a future filled with the things in life that matter the most:

  • financial peace of mind
  • a secure retirement
  • the freedom to make decisions and choices based on what you want to do, not what you can afford to do

Virginia Managed Investments is an independent investment management firm serving individuals, families, and small business owners. We do not sell any proprietary products, promote any specific companies, or accept any compensation not disclosed to our clients. This strict independence ensures that the advice we give you serves only your best interests.

Since 1992, we have been known for a personalized, honest, and steadfast commitment to serving our clients. We’ve earned a reputation for providing local, knowledgeable and insightful advice drawn from many years of experience and coupled with world-class resources and service partners – all working for you.


Be more concerned with your character than your reputation, because your character is what you really are, while your reputation is merely what others think you are.
John Wooden