"We do well when you do well".
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
