For more information on Witt Mares Financial Vision, LLC and how our team of advisors may benefit you, contact us at:
Witt Mares Financial Vision, LLC
4801 Courthouse Street, Suite 200
Williamsburg, VA 23188
(757) 229-7180
Witt Mares Financial Vision, LLC
Witt Mares Financial Vision, LLC is a Registered Investment Advisory firm headquartered in Williamsburg, Virginia. Providing fee-based wealth strategy services (asset management and financial planning) is at the heart of what we do. We employ what we believe are the world’s leading no-load passive asset-class funds–a disciplined, long-term investment strategy for maximizing investors’ returns within their tolerance for risk.
This approach to investing is distinctive from that of the vast majority of investment advisors who seek to actively select investments or time the market. Instead, our clients benefit from results of decades of Nobel prize-winning academic research, which indicates that passive asset class investing is the winning investment strategy.
Our Clients
Witt Mares Financial Vision, LLC serves as a registered investment advisor to:
- Individuals
- Businesses
- Trusts
Our Firm
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Witt Mares Financial Vision, LLC publishes In Context, a quarterly newsletter with financial planning and investment articles for friends and clients of our firm. If you would like to be added to our newsletter mailing list, please e-mail us your name and address at info@wittmares.com. To view the latest issue, click on the icon above.
Witt Mares Financial Vision, LLC is wholly owned by the Members of Witt Mares, PLC. The purpose of our web site is to provide general information on our firm and services. No information contained herein is an offer to sell securities. Investors should read the prospectus of a security prior to making any investments. Copyright © 2012 Witt Mares Financial Vision, LLC. All Rights Reserved.
Wealth Strategy Services
At Witt Mares Financial Vision, we simplify our clients’ complex financial lives so they can focus on the important things in life: family, friends, and health. We listen to what is important to them and develop a customized plan for their future.
As your trusted advisor, Witt Mares Financial Vision delivers a wealth strategy service to manage the financial complexities in your life. We provide a coordinated plan, so that you are free to focus on the pursuits that are important to you. Our holistic approach focuses on:
- Wealth Enhancement
- Investment Advisory and Asset Management Services
- Retirement Planning
- Education Planning
- Wealth Protection
- Risk Management Services
- Wealth Transfer
- Trust Planning
- Estate Planning (Teaming with your legal professional)
- Charitable Giving
A Focused Strategy
Generating and making the most of the opportunities that wealth can bring to your life takes strategy — the ability to oversee all the moving parts, as well as their common goal. But it can’t be just any strategy. It’s got to be your strategy. One that is attuned to your personality, addressing your most challenging obstacles and helping you pursue your most desired goals. That’s why we have adopted a process that allows us to truly understand who you are.
The Witt Mares Financial Vision wealth strategy involves four steps: