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311 Rivermont Avenue, Suite 1, Lynchburg, VA 24504

434-845-9181
scott@jamesriverpw.com
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Navigate your Financial
Future with Confidence

Welcome to James River Private Wealth!

We’re dedicated to simplifying your financial journey, allowing you to focus on what you love most.

Explore our bespoke wealth management and fiduciary solutions for our advisory clients to help you build a brighter financial future.

Our Services

Your Partner in Financial Success

At James River Private Wealth, we put your financial well-being first. We're committed to guiding you with clarity and care, simplifying the complexities of finance.

Helping You Pursue Financial Independence

We want to empower your financial confidence and independence by delivering high-quality, comprehensive financial planning and advice that aligns with your personal goals and investment aspirations.

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Our Team

Our Team

Independent & Professional

As an independent wealth management firm, we are committed to providing professional advice tailored to your unique financial situation.

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Our Services

Our Services

Comprehensive Financial Solutions

From retirement and estate planning to tax optimization and wealth management, we offer a complete range of investment and financial services.

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Our Approach

Our Approach

Personalized Planning

We believe in creating financial strategies that are as unique as you are. Our dedicated team focuses on prioritizing your your needs and goals to protect and grow your wealth effectively.

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Explore Our Resources

Articles

Browse our Article library.

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Calculators

Calculate elaborate financial decisions.

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Videos

Financial educational videos to enjoy.

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The Latest Videos

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.
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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.
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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.
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Leaving a Lasting Legacy

This ebook explores ways to create a legacy to last well beyond a single lifetime.

Ready to Begin? Connect with Us Today!

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