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.

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 over 41 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Tucker Asset Management LLC, AlphaStar Capital Management, Parkland Securities, and Lincoln National Life Insurance Co. He is also president of MHS Enterprises, an insurance brokerage specializing in life, health, and annuity products. 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 combination of active management strategies through third-party sub-advisors and maintains a structured client review and portfolio monitoring process.

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 a financial advisor at Fitzwilliams Wealth Management Inc. in Chesapeake, VA, holding a Series 65 designation. He has over eight years of experience in the financial industry, including multiple roles at Fitzwilliams Wealth Management and Fitzwilliams Financial Inc., as well as periods of self-employment. 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 diversified approach with third-party sub-advisors employing active management strategies and maintains ongoing client reviews and portfolio monitoring.

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.