5 months ago
Keeping Investment Instincts in Check
In this edition of Investment Strategy, our industry experts explore...
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2262 Blue Stone Hills Dr.
#B
Harrisonburg,
VA
22801
Phone: 540.442.6426
Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4 pm
Wealth Management
Our Team
Our trusted Harrisonburg-based advisors specialize in providing comprehensive wealth management services to high-net-worth investors, families, business owners, and corporate executives.
Jenifer Nesselrodt, AIF®, CEBS, RPA
Senior Financial Advisor,
Relationship Manager
Kenneth J. Rogers, AIF®, CEBS, CFP®
Senior Vice President,
Financial Advisor
News & Resources
Resources
Resources
6 months ago
House Passes Historic Coronavirus Stimulus Package
Today, the House of Representatives passed and President Trump is...
Wealth Management
6 months ago
Coping with Market Volatility
Learn more about our thoughts on the COVID-19 virus and...
Retirement Plans
6 months ago
Staying the Course For Retirement
Investment markets around the world are experiencing unprecedented volatility which...
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