|Service Area:||Williamsburg, James City County|
|Description:||Providing the highest quality investment management and trust and estate services through objective advice, competitive results, and personal service.
In Williamsburg, contact Scott Garber 757-221-0044
We take an active approach to portfolio management, focusing on high-quality equity and fixed income investments. Clients who do not require trust services are able to take advantage of our multiple investment strategies through investment management or investment advisory account arrangements.
Trust and Estate Services
Our client managers have extensive experience working with families to ensure reliable and comprehensive trust and estate administration. We will serve as either sole or co-fiduciary, or as agent for fiduciary.
|Address:||4350 New Town Avenue, Suite 202 Williamsburg, VA 23188|