Investment Products and Services
TFB Wealth Management Services is a sound choice for asset management services for investors seeking customized portfolio solutions. Many people try to manage their own assets with mixed results. The assistance of one of our experts can not only simplify your life, it can provide the proper foundation to secure your financial future.
Our investment management process starts with listening and understanding your short- and long-term objectives – both financial and personal life goals. Then, we develop and implement financial strategies that serve each client’s unique needs. Finally, we continually monitor your portfolio and make changes as needed to respond to market movement and economic trends.
While performance of your portfolio is important, we believe the achievement of your life goals is the most important priority. We prudently and carefully manage each account with this focus on the future.
Our Wealth Management main office is located in Warrenton, but our Investment Associates are available to serve you at any of our Fauquier and Prince William County TFB Branches.