Virginia Wealth Management Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Virginia Wealth Management provides investment management, financial planning and consulting, trustee and fiduciary services to individuals, high‑net‑worth clients, trusts, businesses and other entities. The firm delivers both discretionary portfolio management and limited non‑discretionary advice, and may advise on or implement allocations to independent managers and employer‑sponsored plans.
The firm constructs risk‑adjusted, tax‑aware asset allocations using a mix of active and passive strategies across equities, fixed income, ETFs, mutual funds and separately managed accounts, and periodically reviews and rebalances portfolios to reflect clients’ goals and risk profiles. Financial planning engagements include cash‑flow analysis and risk‑capacity simulations, and the firm integrates planning outcomes into portfolio design and manager selection where appropriate.
Notable distinctions include serving as a sponsor of a wrap fee program and relying on TradePMR/First Clearing and Wells Fargo’s Private Advisor Network for custody and manager access, arrangements the firm discloses and monitors for conflicts of interest. The firm also advertises third‑party ratings in its materials and participates in TradePMR’s asset‑match promotional program (with multi‑year earn‑out and early‑removal terms disclosed), features that are less common among similarly sized supported firms.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fees for financial planning and consulting services (amounts vary)
1.00% annually
Up to $500 per hour
Fee-only: Fee-only basis, fees vary by service
Main office
4460 Corporation Lane, Suite 180
Virginia Beach VA 23462
Advisors at this office
3
Most active in
Florida · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Scott S
CFP®, Series 66
Virginia Beach, VA
Virginia Wealth Management Group, Inc.
Scott Saal is a CFP® professional with 16 years of industry experience, currently serving at Virginia Wealth Management Group, Inc. since 2021. He previously worked at Wells Fargo Advisors Financial Network LLC for 12 years. Saal is a 50% owner and manager of VWMG Partners, LLC, a trading strategy testing business. Virginia Wealth Management Group provides investment management, financial planning, and fiduciary services to individuals, high-net-worth clients, trusts, businesses, and other entities. The firm employs a risk-adjusted, tax-aware approach combining active and passive strategies across multiple asset classes and integrates financial planning outcomes into portfolio design and manager selection.
Wade W
Series 65
Virginia Beach, VA
Virginia Wealth Management Group, Inc.
Wade Williard is a financial advisor at Virginia Wealth Management Group, Inc. with four years of industry experience. He holds a Series 65 designation and has worked in various roles including previous positions outside the financial industry. Virginia Wealth Management Group provides investment management, financial planning, and fiduciary services to individuals, high-net-worth clients, trusts, businesses, and other entities. The firm uses a mix of active and passive strategies to construct risk-adjusted, tax-aware portfolios and integrates financial planning outcomes into portfolio design and manager selection.
Stephen S
Series 63, Series 65
Virginia Beach, VA
Virginia Wealth Management Group, Inc.
Stephen Saal is a financial advisor at Virginia Wealth Management Group, Inc. with 45 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Wells Fargo Advisors Financial Network LLC for 12 years. He is a 50% owner of VWMG Partners, LLC. Virginia Wealth Management Group provides investment management, financial planning, and fiduciary services to individuals, high-net-worth clients, trusts, and businesses. The firm employs a risk-adjusted, tax-aware approach using both active and passive strategies and integrates financial planning outcomes into portfolio construction.
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