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(804) 282-1238 info@cwealthra.com

Team

Our Team

We 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.

Our PrinciplesOur Pledge

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 and Managing Member

Chris Lee

director of Financial Planning

Ryan Drake

President and Managing Member

Chris Lee

director of Financial Planning

Jim Drake

Practice Founder

Kim Hicks

Client Relationship Manager

Polly Cordle

Chief Compliance Officer

Tracy Johnson

financial planning associate

Ellen Drake

Senior Project Manager

KnowledgEable and Experienced

Our Advisors Have:

25 Years of Industry Experience

or

A Certified Financial Planner Designation

or

An Advanced Degree

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