Virginia Global Asset Management LLC

About

Virginia Global Asset Management is an independent fiduciary advisory firm in Norfolk offering investment management, financial and retirement planning, trust and estate planning coordination, and tax-strategy services to individuals, families, and institutions. The firm, founded by David R. Kenerson Jr. (JD, CFA), employs a value-driven investment approach focused on quality portfolio construction and integrates tax awareness across planning and investing decisions. Services span retirement readiness, education funding, insurance analysis, charitable giving, and account structure optimization, with ongoing monitoring and periodic plan reviews. The firm works collaboratively with clients' attorneys and tax professionals through a three-phase process: discovery of financial picture and goals, design of customized plans and portfolios, and ongoing guidance with regular adjustments as circumstances change.

Specialties

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