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Virginia Asset Management, LLC

Virginia Asset Management, LLC

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    • Midlothian, VA
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    • Raleigh, NC
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Accelerate your Independence. Have a Plan.

For over 30 years, helping entrepreneurs & families plan for and achieve their economic independence.  

Trust Services

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Trust Services

SECURE YOUR FINANCES FOR THE NEXT GENERATION

Direct how you want your assets transferred, both while you’re alive and after you’re gone. Carry out your intentions and address your family’s most important financial issues, including:

  • Inheritance. Trusts help give you control over how your assets will be passed on. They also help keep assets out of probate, protecting your privacy and streamlining wealth transfer.
  • Financial control of family assets. Defining how your assets pass on decreases the potential for family conflict and problems.
  • Charitable giving. Charitable trusts provide innovative ways to transfer your assets and support what matters to you. Trust services help you support the charities and organizations that are important to you.
  • Special needs or circumstances. Trust services can ensure the future care of loved ones and family members with special needs or challenges.
  • Taxation. Trusts can take assets out of an estate, helping to lower your tax exposure.
  • Incapacity. Dementia, Alzheimer’s disease and other forms of incapacity can lead to unsound financial decisions. Creating a trust before incapacity takes hold can help prevent unsound decisions from ever occurring

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Private Client

  • Financial Planning
  • Investment Advisory
  • Trust Services

Call Us (804)330-0711

Virginia Asset Management is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Virginia Asset Management are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Virginia Asset Management are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205. Financial Professionals do not provide specific tax/legal advice. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

3402331 DOFU 02/2021

 

130 Wylderose Drive

Midlothian, VA 23113

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