We work with a wide-range of clients to create unique, goals-based financial plans. For every one of our individual clients, we envision and maintain a long-term plan to journey with them through the wealth accumulation and distribution phase of their life. IMPORTANT DISCLOSURE: Securities offered through J.W. Cole Financial, Inc (JWC) Member FINRA/SIPC. Advisory Services offered through James River Asset Management LLC. James River Wealth Advisors and James River Asset Management LLC are unaffiliated entities of J.W. Cole Financial.