Virginia Beach, VA Office

NetAdvizor Wealth LLC provides ongoing portfolio management and financial planning services primarily to individual and high‑net‑worth clients, delivering both discretionary and non‑discretionary investment management alongside one‑time and ongoing financial plans. The firm documents client objectives and constraints in an Investment Policy Statement and may refer clients to third‑party advisers when appropriate.

The firm’s investment process combines fundamental analysis, modern portfolio theory and quantitative methods with a long‑term trading orientation, and it generally seeks discretionary authority to implement the Investment Policy Statement. Accounts are monitored regularly with at least annual reviews and reporting, and the firm states a policy of fair and equitable allocation of investment opportunities across client accounts.

What is noteworthy for a firm of this size is that some supervised persons engage in outside business activities that include selling insurance products and providing bookkeeping/accounting services to small businesses, which the brochure discloses can create conflicts of interest. The firm says it will disclose such relationships, review recommendations for objectivity, and may receive fee‑sharing when directing clients to third‑party advisers, practices it identifies and manages as potential conflicts.