Founders Grove Wealth Partners

Richmond, Virginia

5.0 (15 reviews)
Call (804) 910-0001 Visit website →

About

Founders Grove Wealth Partners is an independent wealth management firm headquartered in Richmond, Virginia, founded by Jeremiah Winters (CAP®, CFP®, CPWA®, RICP®) and Kate Atwood (CFP®, CEPA®, CRPC®). The firm provides financial planning, investment management, tax strategy, liquidity management, and specialized services for entrepreneurs and business owners, along with estate and legacy planning. The team works with clients navigating life transitions such as retirement, business monetization, and major financial changes, emphasizing objective analysis unbounded by product platforms or ownership constraints.

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-5PM, Tuesday: 9AM-5PM, Wednesday: 9AM-5PM, Thursday: 9AM-5PM, Friday: 9AM-5PM, Saturday: Closed
SEC registered
No
0 selected
Compare →