Team
Our TeamWe are a Richmond headquartered advisory firm focused exclusively on those in and planning for retirement. As retirement specialists, we work to help our clients make wise retirement decisions, and then, grow and protect their retirement income. Our dividend income strategy is designed toward a goal of delivering our clients an income positioned to rise each year.
01. Experienced
Since you’ll probably retire just once, it’s hard for you to be experienced at retirement. That’s where we come in. With over 140 years of combined experience, we doubt there’s a retirement situation we haven’t seen. We’ll put our experience to work for you.
02. Credentialed
Our team is highly credentialed. Certified Financial Planner, Chartered Financial Consultant, Chartered Retirement Planning Consultant and Master of Science in Gerontology are among the certifications and degrees held by our team members.
03. Focused
Excellence requires focus. Our focus is simple: Retirement and You.
Meet Your Team
A Team Of Professionals
Ryan Drake
President & Managing Member
Chris Lee
director of Financial Planning
David Monday
Chairman
KnowledgEable and Experienced
Our Advisors Have:
25 Years of Industry Experience
or
A Certified Financial Planner Designation
or
An Advanced Degree
Get In Touch
Call Now: (804) 282-1238
9030 Stony Point Pkwy
Suite 580
Richmond, VA 23235
info@cwealthra.com