With over 35 years experience W Gordon Merrick, offers finical consulting, insurance and investments, retirement planning, life and health insurance. Investment products through LPL finical meber SIPC. Contact Gordon Merrick for all your finical consulting needs. Fully registered with LPL Financial LLC. Licensed in the state of Virginia for Investment Products.
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Today, Signature serves approximately 150 client families. We have extensive experience in helping them manage the wealth that comes from significant liquidity events, and the constellation of issues that follows. Together, we succeed in unlocking the potential of our clients' wealth.
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Our wealth management advisors in TIAA's Charlottesville, VA office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement, and making smart investment decisions. Financial advisors are available by appointment to help provide lifelong financial well-being for our clients. Call today to schedule an appointment (866) 842-2044.
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Chase Investment Counsel is a boutique wealth management firm owned by the Chase family and employees. Derwood S. Chase, Jr. founded Chase Investment Counsel in 1957 to provide investment management to individuals and families throughout Virginia. During our 60 year history, multi-generational families have relied on us for investment advice. We are proud of the durability of those relationships and our ability to help preserve and grow wealth over many economic and market cycles.
We help you go from financially stressed and stuck to a clear game plan that frees up the cashflow you need to change careers, launch a business, or just switch gears—and the confidence to pivot without looking back. Your Money Made Simple.
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