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wealth management
  • Request a free portfolio review analysis.
  • View the latest Market and Economic forecast.

    Contact Us
    7411 River Road,
    Fredericksburg, VA 22407

    Telephone:
    540-548-3009
    Toll-free 1-800-515-1588
    E-mail: wciicpb@comcast.net
  • 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.

    Wealth Conservancy International, Inc., 7411 River Road, Fredericksburg, VA 22407
    Tel: 540-548-3009 | Toll-free 1-800-515-1588
    E-mail: wciicpb@comcast.net