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  • ArkWise Wealth Process

    Our passion is helping you clarify and achieve your goals.

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  • Our Team Serves You

    Meet the ArkWise Wealth advisory and client service team.

    Meet the Team

  • Connect with us

    If you have questions or would like to schedule a complimentary initial consultation, get in touch.

    Contact us

Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Our commitment to clients

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review and analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals and share information with us safely and securely.

Ready to learn more about how we can help you? Getting started is as easy as scheduling a complimentary initial consultation.

Request a consultation

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Events

Who Will Inherit the Mess?

No one wants to leave a mess for their heirs. So why does it happen so often? It often doesn't feel urgent in our busy lives.

Join us for an interactive seminar that highlights the importance of an estate plan, your will and trust preparation, and practical next steps to take so that you're well-equipped for whatever may come your way.

United Way Day of Caring

Please mark your calendar for Wednesday, September 17th, and plan to join us in serving our community! We will gather for the Laurence E. Richardson Day of Caring Kickoff Breakfast outside at Sentara Martha Jefferson Hospital (500 Martha Jefferson Drive) from 8:00-9:00am and then serve together at the Botanical Garden of the Piedmont (950 Melbourne Road) from9:00am-12:30pm.

To RSVP or if you have any questions, please reply to this email, or give us a call at (434) 296-6611. Please RSVP no later than Monday, September 8th.

Planned Giving with Donor Advised Funds – Smart Giving, Lasting Impact

A practical look at charitable planning options for individuals and families.

We invite you to an informative session focused on helping you understand how certain charitable giving strategies may fit into your broader financial and estate planning goals.

During this session, we will cover:

  • Managing tax benefits while supporting the causes that matter most to you
  • Use of Donor-Advised Funds (DAFs) to streamline giving and establish a family legacy
  • Generating lifetime income through U.S. Legacy Income Trusts—all while benefiting qualified charities
  • Tax-related considerations when donating appreciated assets such as stock or real estate
  • How charitable giving can align with your long-term planning objectives

Who should attend:
Those looking to make meaningful charitable contributions, plan their estate tax-efficiently, or create long-term philanthropic impact for generations to come.

This session combines insightful planning ideas with actionable tools—so you can give wisely and live generously.

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Honored to receive recognition

All of us at ArkWise Wealth are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire ArkWise Wealth team, and the great experience we work so hard to provide for our clients every day.