Forsyth Wealth Management, Inc.
Forsyth Wealth Management, Inc. (CRD# 140225) is a financial advisory firm headquartered in Martinsville, VA. They manage $1,612,300 in 21 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts21ACCOUNTS
Average Account Value$76,776
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Athanasios Simotas (CRD# 4620118) is an Investment Advisor Representative working at Forsyth Wealth Management, Inc. in Kure Beach, NC and has over 3 years of experience in the finance industry.
James Lavorgna (CRD# 702472) is an Investment Advisor Representative working at Forsyth Wealth Management, Inc. in Martinsville, VA and has over 38 years of experience in the finance industry. James Lavorgna has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.