BRB Wealth

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Wealth Management is Knowing You

Finding the right financial strategy for our clients starts with advisors who know more than your objectives - they know you. And, they know you want solutions tailored to meet your individual needs. So, whether it's investment advice or choosing the right insurance, our BRB Wealth professionals have the experience to address the needs of families and businesses alike.

Wealth Management is Managing Your Future Goals

BRB Wealth Management provides access to a complete array of financial services and products. We supplement the skills of your lawyer, CPA, and insurance advisor to provide a comprehensive plan for investing and estate planning-all under one roof.
  • Stocks
  • Long-Term Care Insurance
  • IRAs
  • Pension Plans
  • Profit Sharing Plans
  • 401(k) & 403(b) Plans
  • Private Pensions
  • Mutual Funds
  • Tax-deferred Annuities
  • Life Insurance
  • Virginia529 and NC529 Plans

We Build Relationships

Our Financial Consultants are trained to work with you on a personal and confidential level. They know the importance of a relationship built on trust and understanding-especially when it comes to the investment of your money. And, because we are an independent program, we have the flexibility to offer a selection of alternative, cost-effective financial solutions that work with you today and get you to where you want to be in your future..

Portfolio Management

The goal of our BRB Wealth’s Advisors is to create a portfolio that is uniquely designed for you and your financial needs. Our team will take the time to learn about your goals and financial needs and develop a plan that will allow you to invest with confidence.

Financial Planning

A good financial plan is the key to a strong financial future. Our team will walk you through the steps of building a financial plan that will allow you to make decisions about your future confidently. We can help with budgeting, cash flow analysis, estate and tax planning, and even maximizing strategies for Social Security.

Small Business
Retirement Plans

Our team specializes in helping your small business with a plan that works best for you and your employee’s financial future. No matter the size of your company, our team can build a retirement plan tailored to you and your needs.

Get to know the Wealth Management Team
 

Check the background of investment professionals associated with this site on FINRA's BrokerCheck. Neither LPL Financial, nor its registered representatives, offer tax or legal advice.


Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Blue Ridge Bank and BRB Wealth are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using BRB Wealth and may also be employees of Blue Ridge Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Blue Ridge Bank or BRB Wealth. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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