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311 Rivermont Avenue, Suite 1, Lynchburg, VA 24504

434-845-9181
scott@jamesriverpw.com
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Our Team

About James River Private WEalth

About James River Private WEalth

Your Partners in Financial Success

At James River Private Wealth, we prioritize your financial well-being by becoming your partners in success, focusing on crafting strategies aimed towards a prosperous future for you and your family. Located in Lynchburg, VA, our team delivers bespoke, customized financial advice designed to simplify your finances and meet your goals.

Let’s navigate your financial journey together — because when you succeed, we succeed.

Our Expertise

With over 26 years of experience, our team at James River Private Wealth specializes in a range of services, including wealth management, retirement planning, tax planning, estate planning, and much more. We serve a diverse clientele across the city of Lynchburg, VA, and several other regions, offering personalized financial strategies that address the unique needs of each client, no matter where you call home.

Our Mission and Core Values

Guided by our mission to serve, advise, and guide, we ensure each client can lead a financially independent and fulfilling life. Our business is built on these core values, all centered around you:

  • We care deeply about fulfilling your goals and aspirations.
  • We aim to educate and empower your financial decisions.
  • We want to earn and maintain your trust through transparency and integrity.
  • We are relentlessly passionate about helping you pursue your dreams.

Why Choose Us?

Clients choose us because we make their financial goals our priority. Our comprehensive approach involves:

  • Understanding your personal and financial circumstances.
  • Designing a tailored strategy that respects your priorities and lifestyle.
  • Implementing with precision to manage and preserve your wealth.

Meet Our Team

Scott Hengerer

W. Scott Hengerer, CMFC™, CRPC

Private Wealth Advisor

scott@jamesriverpw.com

W. Scott Hengerer is a Virginia-based Private Wealth Advisor specializing in asset management, retirement income, and tax planning, transforming financial dreams into enriching lives through bespoke strategies and genuine partnerships.

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Devin Burton

Devin Burton, FPQP®

Head of Operations

devin@jamesriverpw.com

Devin Burton is the Head of Operations at James River Private Wealth who champions client relationships and strategic financial planning, enhancing client experiences at all stages of the journey.

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Kayla Cook

Kayla Cook

Client Services Manager

kayla@jamesriverpw.com

Kayla Cook is the Client Services Manager at James River Private Wealth, where she plays an integral role in supporting both the advisory team and the clients they serve. After spending several years in California, Kayla returned to...
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Chart Your New Financial Path Today!

Discover how our dedicated team can help you navigate life's financial complexities and celebrate milestones.

Learn more about our distinct approach to wealth management and how we can help you pursue your financial goals.

Contact Our Team Today!

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