Fitzwilliams Wealth Management Inc.
Fitzwilliams Wealth Management Inc. (CRD# 312192) is a financial advisory firm headquartered in Chesapeake, VA. They manage $74,614,948 in 329 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management75MILLION
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Total Number of Accounts329ACCOUNTS
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Average Account Value$226,793
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, NC, TX, VA
Jason Lavarias (CRD# 4666332) is an Investment Advisor Representative working at Fitzwilliams Wealth Management Inc. in Chesapeake, VA and has over 20 years of experience in the finance industry.
Brian Lindberg (CRD# 7060911) is an Investment Advisor Representative working at Fitzwilliams Wealth Management Inc. in Chesapeake, VA and has over 5 years of experience in the finance industry.
Ronald Searles (CRD# 7733669) is an Investment Advisor Representative working at Fitzwilliams Wealth Management Inc. in Chesapeake, VA and has 1 year of experience in the finance industry.