Free financial planning to our clients
Your goals and interests and ours are absolutely congruent: to
obtain the highest rate of return on your investments that is consistent
with your tolerance for risk.
Wealth Conservancy International, Inc., was founded in 1988. We
pride ourselves on maintaining the highest of ethical standards.
What We Do: We offer investment management and financial consulting
services primarily to middle and upper-middle class individuals
who seek financial planning and investment management assistance
to achieve their life goals.
As a Virginia Corporation, Wealth Conservancy International adjusts
its investment framework to reflect client desires and we are pleased
to craft portfolios in accordance with environmentally responsible,
socially conscious, religious or other personal preferences.
Who Are Our Clients:
Many of our clients are retired individuals who are interested in
competent, ethical and low cost investment management services to
provide them with an assurance that they can live comfortably during
their retirement years and perhaps to provide an estate for loved
ones or to fund charitable objectives. A large segment of our client
base also consists of pre-retirement individuals who require financial
planning and investment management to assist them in achieving their
retirement objectives and for meeting other of life's financial
requirements e.g., children's education. Typical Client Portfolio:
Wealth Conservancy International's typical client account ranges
between $200,000.00 and $5,000,000.00. Our minimum account size
is $25,000.00. Clients with one or more billable accounts are provided
free financial planning services. We also provide services on a
"pro-bono" basis to select individuals who are at the beginning
stage of building their wealth.