Wealth Management Services in Virginia Beach, VA

Strategic Support for Building, Protecting, and Growing Your Wealth

Building wealth isn’t just about working harder—it’s about working smarter with your money. Whether you're an entrepreneur expanding operations in Town Center, a medical professional in Great Neck, or transitioning out of active business ownership, Straight Talk CPAs offers wealth management services in Virginia Beach tailored to your lifestyle, values, and future goals.


Our approach combines tax-smart strategies, personalized investment planning, and real-world financial advice you can act on—no jargon, no pressure.

Built for Real Life, Not Wall Street Fantasy

Wealth means different things to different people. That’s why we start with conversations—not products.

Our wealth management services include:

  • Personalized financial roadmaps
  • Diversified investment strategies based on your risk profile
  • Retirement and education planning
  • Estate coordination and generational wealth strategies
  • Tax planning built into every decision


Whether you’re managing multiple income streams or just starting to organize your long-term goals, we help bring clarity to your financial picture.

Local Understanding. National Perspective.

Virginia Beach has a unique mix of industries—from tourism and healthcare to defense and logistics—and our team understands the nuances of managing wealth here. We pair local insight with national investment strategies to help you:

  • Invest with intention
  • Plan for real estate acquisitions or transitions
  • Prepare for economic shifts without panic
  • Navigate retirement while optimizing your tax situation


Everything is grounded in your timeline, goals, and comfort level—not the latest market trend.

David and Mia, a married couple based in Virginia Beach, both own small service businesses and had roughly $74,000 combined in various savings and brokerage accounts—but no unified plan.

They were putting money away “when it felt right” but weren’t sure how much was enough or whether their investments were working for them.



Here’s how we helped:

  • Consolidated accounts and restructured their portfolio for long-term growth
  • Created a tax-efficient investment plan, including a SEP IRA and Roth IRA strategy
  • Modeled different retirement ages with side-business exit scenarios
  • Introduced quarterly check-ins to review milestones and adjust strategies
  • Reduced their projected lifetime tax liability by $21,600 through smart allocation


“For the first time, we feel like our money is doing something—not just sitting there. It feels intentional now.”

Case Study: From Unstructured Savings to Strategic Confidence

Explore Our All Services in Virginia Beach, VA

List of Services

Why Choose Straight Talk CPAs for Wealth Management?

  • Tax-focused approach: Because keeping more is just as important as earning more
  • Fee-only advisory: No commissions, no sales pressure—just real advice
  • Local advisors who know your world: From coastal property to business succession
  • Customized strategies: You’re not a spreadsheet, and we don’t treat you like one
  • Human support, always: Ask questions. Get answers. No scripts. No bots.

FAQs

  • Do I need a high net worth to get started?

    Not at all. We work with clients starting from $10,000 in savings to several million. Strategy matters more than starting point.

  • Can you manage both business and personal finances?

    Yes. We often support entrepreneurs in aligning both sides for smoother long-term planning.


  • How do you charge for wealth management?

    Flat, transparent fees based on the complexity of your needs—not on how much you invest.


  • Is this 100% virtual?

    Yes. We use secure digital tools to deliver all reports, meetings, and documents—convenient and confidential.