Norfolk
Helping Clients in Hampton Roads
Norfolk
150 W Main St
Suite 1860
Norfolk, VA 23510
Your Norfolk Team
Jeff Chernitzer
CPA, PFS
Wealth Advisor
Cheryl Furlong
CFP®, CPA
Wealth Advisor
Ted Ring
CFP®
Wealth Advisor
Amanda Otto
CFP®, EA
Wealth Advisor
Brandon Terkeltaub
CFP®, ChFC®
Wealth Advisor
Ashley Brooks
CFP®
Wealth Advisor
Amy Berry
CFP®
Associate Wealth Advisor
Maivy Nguyen
Associate Wealth Advisor
Rachel Mast
Associate Wealth Advisor
Cory Brooks
CFP®
Wealth Advisor
Miné Weaver
Client Relationship Specialist
Jennifer Bland
Client Relationship Specialist
Cay Prescott
ChFC®
Client Relationship Specialist
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Enjoy some of our latest resources
March 06, 2025
Monthly Investment Commentary: March 2025
The Atlanta Fed’s forecast for first-quarter GDP plunged from a 2.3% increase to a 2.8% contraction after a sharp 26% jump in the trade deficit. While recent economic data warrants closer scrutiny, we see balanced risks and advise staying near long-term targets. Despite federal cost-cutting concerns, private sector growth could help stave off a recession.
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March 03, 2025
How to Navigate Rising Homeowners Insurance Costs
With rates up 37.8% since 2019, rising home insurance costs can be challenging. The good news is homeowners have opportunities to manage them. Explore how your wealth advisor can help navigate insurance policy changes and protect your overall financial well-being.
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February 17, 2025
Tax Season is Here: Are Your Withholdings on Track?
As you prepare to file your taxes, we believe understanding the rules and requirements for accurate calculations is essential. In this article, Associate Wealth Advisor Devin McCombs shares tax planning strategies for managing your withholdings.
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