Fitzwilliams Wealth Management Inc.

Jason Lavarias is a financial advisor with Fitzwilliams Wealth Management, Inc. He holds Series 63 and Series 65 designations and has 20 years of industry experience. Prior to joining Fitzwilliams Wealth Management in 2021, he worked at AE Wealth Management and Intervest International. Outside of finance, he is the general manager and flight instructor at Indoor Skydiving Virginia, LLC, a recreational indoor skydiving facility. Fitzwilliams Wealth Management provides financial planning and investment management services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs a multi-sub-advisor approach with active management strategies and monitors client portfolios continuously.

Austin Schneider is a financial advisor with Fitzwilliams Wealth Management Inc. He holds a Series 65 credential and has one year of industry experience. Prior to joining Fitzwilliams, he held various roles including positions at The Deck and Bluemoon. Fitzwilliams Wealth Management provides financial planning and discretionary investment management services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and businesses. The firm uses third-party sub-advisors for portfolio construction and trading, employing active strategies across multiple asset classes and maintains a multi-office operation with affiliated businesses in insurance and tax preparation.

Ronald Searles is a financial advisor at Fitzwilliams Wealth Management Inc. in Chesapeake, VA, holding a Series 65 designation with two years of industry experience. He previously worked at Merck for ten years before joining Fitzwilliams Financial, Inc. and Fitzwilliams Wealth Management, Inc. He is also involved in insurance sales and services through Fitzwilliams Financial. Fitzwilliams Wealth Management, Inc. provides financial planning and investment management services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm uses a range of actively managed strategies through third-party sub-advisors and monitors client accounts continuously.

Michael Spencer is a financial advisor at Fitzwilliams Wealth Management Inc. with 42 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His career includes roles at Tucker Asset Management LLC, AlphaStar Capital Management, LLC, Parkland Securities, and Lincoln National Life Insurance Co. He is also president of MHS Enterprises, an insurance brokerage operating since 1993. Fitzwilliams Wealth Management provides financial planning and discretionary investment management for individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and businesses. The firm outsources portfolio construction and trading to third-party sub-advisors employing active strategies and maintains a multi-office practice with approximately $123.55 million in discretionary assets under management.

Daniel Wilgocki is a financial advisor with Fitzwilliams Wealth Management Inc. He holds a Series 65 designation and has experience in real estate and tax management, alongside prior service at the Columbia County Sheriff's Office. His background includes roles at Keller Williams Realty Augusta Partners and operating Barking Lot Boutique Inc. Fitzwilliams Wealth Management provides financial planning and discretionary investment management for individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and businesses. The firm uses third-party sub-advisors for portfolio construction and trading and offers ongoing account monitoring and regular client reviews.

Timothy Fitzwilliams is a Series 65-licensed advisor with Fitzwilliams Wealth Management Inc. in Chesapeake, VA. He has been with the firm since 2008 and serves as owner and CEO of several related businesses, including Fitzwilliams Realestate and Fitzwilliams Tax Management. Fitzwilliams Wealth Management provides financial planning and investment management services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm uses a mix of active third-party sub-advisor strategies and monitors client portfolios continuously, conducting at least annual reviews and regular rebalancing.

Michael Novosel is an advisor at Fitzwilliams Wealth Management Inc. with a Series 65 designation and six years of industry experience. His work history includes multiple roles within Fitzwilliams and periods of self-employment. Fitzwilliams Wealth Management provides financial planning and discretionary investment management for individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and businesses. The firm uses third-party sub-advisors for portfolio construction and trading, employing active strategies across various asset classes and maintaining ongoing account monitoring and client reviews.

Brian Lindberg is a financial advisor at Fitzwilliams Wealth Management Inc. in Chesapeake, VA, holding a Series 65 designation with seven years of industry experience. He has worked at Fitzwilliams Wealth Management since 2021 and previously at AE Wealth Management and ADT LLC. He is also involved with Fitzwilliams Financial Inc. as an insurance agent. Fitzwilliams Wealth Management provides financial planning and investment management services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm uses a mix of actively managed sub-advisor strategies and monitors client accounts continuously, with approximately $113.9 million in discretionary assets under management as of October 2025.