BRB Wealth
Wealth Management is Knowing You
Effective financial strategy begins with knowing you personally. From investment advice to choosing the right insurance, we tailor solutions to the unique needs of families and businesses.
Decision Basics
Call Us
(804) 905-7170
Offices
5 locations
Advisors
Dedicated
Planning
Comprehensive
What We Do
Strategies Built Around Your Goals
Portfolio Management
A personalized portfolio tailored to your unique financial goals — built around understanding your needs so you can invest with confidence.
Financial Planning
Guidance on budgeting, cash flow, estate and tax planning, and optimizing Social Security to support confident decisions.
Small Business Retirement
Custom retirement plans for small businesses that support your financial future and that of your employees, at any size.
Insurance Protection
Life, long-term care, and disability coverage selected to protect what you've built and the people who depend on you.
Retirement Planning
Build a Retirement Income Plan Around Real Life
Whether retirement is years away or close ahead, BRB advisors help coordinate income, rollovers, Social Security timing, taxes, and estate considerations.
Retirement Income Strategy
How do I make sure my nest egg doesn't run out?
IRA & 401(k) Rollover
Did you know you can roll over items in your company 401(k) before you retire?
Social Security Planning
When is the best time to claim my benefits? Age 62, 67, 70?
Tax-Efficient Withdrawals
How do taxes affect me in retirement?
Local & Familiar
Meet Our Team
Experienced advisors who take the time to know you personally before recommending a strategy.
James O. Phillips
SVP – Managing Director of Wealth, Wealth Advisor
N. Chesterfield, VA
(804) 435-5247Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Blue Ridge Bank and BRB Wealth are not registered as a broker/dealer or investment advisor. Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency, Not Bank Guaranteed, Not Bank Deposits or Obligations, May Lose Value.
Ready When You Are
Let's Build Your Plan Together
Start with a complimentary financial forecast, or call our wealth team to talk through your goals.