Colonial River Wealth Management LLC

Devin Garofalo is a financial advisor with Colonial River Wealth Management LLC in Midlothian, VA, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has worked with Colonial River Investments, LPL Financial, Osaic FA, Inc., and Stratos Wealth Partners, among others. Outside of his advisory role, he is involved in tax preparation and accounting services through Colonial River Financial Services, LLC, and owns MauiBelle, LLC. Colonial River Wealth Management provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, families, trusts, estates, and charitable organizations. The firm manages approximately $464 million in discretionary assets and utilizes proprietary quantitative tools alongside a mix of individual securities, mutual funds, ETFs, and alternatives to construct portfolios.

Alex Hendrickson is a financial advisor with Colonial River Wealth Management LLC, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked at Colonial River Investment and LPL Financial since 2018 and previously at Ameriprise Financial Services. Hendrickson is involved in real estate rental activities in addition to his advisory role. Colonial River Wealth Management provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, families, trusts, estates, and charitable organizations. The firm manages approximately $464 million on a discretionary basis and uses a combination of proprietary quantitative tools and third-party platforms to implement portfolios comprising individual stocks, bonds, mutual funds, ETFs, and select alternative investments.

Brian Wotring is a financial advisor with Colonial River Wealth Management LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Edward Jones and the Supreme Court of Virginia. Outside of finance, he operates Brian Wotring Photography, a personal photography business. Colonial River Wealth Management provides investment advisory and wealth management services to individuals, families, trusts, estates, and businesses. The firm offers customized portfolios using a mix of individual securities, mutual funds, ETFs, and alternative partnerships, employing algorithm-driven and target-volatility strategies with a generally long-term investment approach.

Alan Dawkins is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Colonial River Wealth Management LLC in Midlothian, VA. He has worked at Colonial River Investments, LPL Financial LLC, and Lincoln Financial Securities Corporation. Colonial River Wealth Management provides investment advisory and wealth management services to individuals, families, trusts, estates, and businesses, utilizing proprietary quantitative software to implement tactical and strategic allocation strategies with a long-term orientation. The firm offers customized portfolios and comprehensive planning support, including discretionary and non-discretionary management and coordination with tax, legal, and insurance specialists.

Merrick Burleson is a financial advisor with Colonial River Wealth Management LLC in Palmyra, VA, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. His prior roles include positions at Reliastar, Voya Financial Advisors, and LPL Financial. He also operates Burleson Financial Strategies Inc., an investment-related business. Colonial River Wealth Management provides investment advisory and wealth management services to individuals, families, trusts, estates, and businesses. The firm offers customized portfolios using stocks, bonds, mutual funds, ETFs, and alternative partnerships, employing algorithm-driven and target-volatility strategies with a long-term orientation.

Catherine Belanger is a CFP® with 23 years of experience in the financial services industry. She is currently with Colonial River Wealth Management LLC and has held previous roles at VOYA Financial Advisors, Inc. and First Choice Financial Services Inc. She is also involved with Diamond Tax Services, LLC, a tax preparation and accounting business. Colonial River Wealth Management provides wealth and investment management as well as financial planning services to individuals, high-net-worth clients, families, trusts, estates, and charitable organizations. The firm employs proprietary quantitative tools for portfolio construction and manages assets across diverse investment vehicles, operating through multiple offices and an institutional relationship with LPL Financial.

Steven Prestyly is a financial advisor with Colonial River Wealth Management LLC in Midlothian, VA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with Colonial River Investments, LLC since 2017 and has prior experience at The Main Street Group, LTD and LPL Financial. Outside of advisory services, he is a certified tax preparer involved with Newtown Tax Preparation. Colonial River Wealth Management provides investment advisory and wealth management services to individuals, high-net-worth clients, families, trusts, estates, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement account advice, utilizing proprietary quantitative software and customized portfolios with a long-term orientation and tactical flexibility.

John Robertson Jr. is a financial advisor with Colonial River Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been associated with Colonial River Investments, LLC and LPL Financial since 2016 and previously worked with Osaic FA, Inc. from 2008 to 2016. Colonial River Wealth Management provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, families, trusts, estates, and charitable organizations. The firm manages approximately $464 million on a discretionary basis for nearly 1,800 clients, using proprietary quantitative tools along with a mix of individual securities, mutual funds, ETFs, and select alternatives to construct portfolios.