Our Pledge To You
New Client PledgeAfter working with us for one year, if you decide that you do not wish to continue the relationship, we will refund you all advisory fees paid to us. (You should refer to your contract for specifics regarding this refund.)
CALL TODAY:
(804) 282-1238
How Do We Compare?
“We believe every client we serve deserves our best.”
– Christopher Lee, Director of Financial Planning
Consistent
We will keep your written plan, if applicable, updated as needed and offer to review it with you at least once a year.
Attentive
During business hours, your calls will NORMALLY be answered by a knowledgeable member of our team… no automated attendant, no call center, no phone trees and generally no voicemail. After hours, you may call us 24/7 on our cell phones.
Prompt
We will try never to keep you waiting. All scheduled meetings will begin on time whenever possible.
Courteous
If you email us with a request before
Credible
The funds we manage on your behalf will be held with Charles Schwab, America’s largest institutional custodian. You will have access to your account information directly from Schwab both by phone and online 24/7.
Thoughtful
If you have questions or an issue that needs addressing, we will get you an answer promptly. If we do not know your answer, we will help you find someone that does.
Your Team
“Serving clients is not our main mission… It’s our only mission.”
– Commonwealth Retirement Advisors
Get In Touch
Call Now: (804) 282-1238
9030 Stony Point Pkwy
Suite 580
Richmond, VA 23235
info@cwealthra.com