James River Wealth Advisors

  • Investment Bank/Securities Brokerage
  • Midlothian VA
  • 1 employee
  • Investment Management
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Company Overview

Headquarters
15521 Midlothian Turnpike, Suite 100, Midlothian VA
Website
jamesriverwealth.com
Phone
(804) 323-0517
Employees
1
Founded in
1982
Industry
Investment Bank/Securities Brokerage
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Financials & Stats

Revenue

$3B

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Who is James River Wealth Advisors

James River Wealth Advisors is a financial planning firm headquartered in Midlothian, Virginia. The company is independently owned and operated with a single employee. James River Wealth Advisors specializes in crafting personalized financial plans tailored to each client's unique goals. They work with individuals to develop comprehensive strategies for wealth accumulation and distribution throughout their lives. James River Wealth Advisors sets itself apart by emphasizing long-term client relationships. The company aims to act as a trusted partner, providing ongoing support and guidance as clients navigate their financial journeys. To learn more about James River Wealth Advisors and their services, please visit their website at jamesriverwealth.com.

Company Leadership

Luke Swygard

Owner

Phone Email

James River Wealth Advisors Industry Tags

Wealth Accumulation Planning
Retirement Planning
Insurance
Estate Planning
Business Freedom
Investment Bank/Securities Brokerage
Management Investment
Open-ended
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FAQ

What is the location of James River Wealth Advisors's headquarters?
The headquarters of James River Wealth Advisors are situated at 15521 Midlothian Turnpike, Suite 100, Midlothian VA
What is James River Wealth Advisors's phone number?
James River Wealth Advisors's contact number is (804) 323-0517.
What is James River Wealth Advisors's official website?
The official website of James River Wealth Advisors can be found at jamesriverwealth.com.
What is James River Wealth Advisors's current revenue?
As of October 2016, James River Wealth Advisors's annual revenue reached $3B.
How many employees does James River Wealth Advisors currently have?
James River Wealth Advisors employs 1 person as of October 2016
Which industries is James River Wealth Advisors primarily operating in?
James River Wealth Advisors operates in the following industries: Investment Management
Who is the Owner of James River Wealth Advisors?
James River Wealth Advisors's Owner is Luke Swygard
What are James River Wealth Advisors's industry tags?
James River Wealth Advisors's industry tags include: Wealth Accumulation Planning, Retirement Planning, Insurance
When was James River Wealth Advisors founded?
James River Wealth Advisors was founded in 1982.

Employee Directory

Key Employees

Brian Hennaman

President

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John Atkins

Project Manager 401(k) Division

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Fletcher Allen

Financial Advisor

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Mark Packett

Director of Advanced Markets

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