Forsyth Wealth Management, Inc.

Forsyth Wealth Management, Inc. (CRD# 140225) is a financial advisory firm headquartered in Martinsville, VA. They manage $1,048,126 in 14 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $74,866
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC, NJ, VA

Financial Advisors at Forsyth Wealth Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Athanasios Simotas
CRD#: 4620118
Kure Beach, NC
88
Wealthminder
score

Athanasios Simotas (CRD# 4620118) is an Investment Advisor Representative working at Forsyth Wealth Management, Inc. in Kure Beach, NC and has 1 year of experience in the finance industry.

2
James A. Lavorgna
CRD#: 702472
22 East Church Street, Martinsville, VA 24112
86
Wealthminder
score

James Lavorgna (CRD# 702472) is an Investment Advisor Representative working at Forsyth Wealth Management, Inc. in Martinsville, VA and has over 36 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.

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