Registered Investment Advisors with offices in Crozet and Richmond
Serving as a Fiduciary for our clients since our inception.
Sam Harris
Crozet/Charlottesville
Sam@PatinaWealth.com
(434) 282-4284
John Mumper
Richmond
John@PatinaWealth.com
(804) 380-1050
Patina Wealth is an independent and fee-only Registered Investment Advisor serving the Crozet/Charlottesville and Richmond areas. Being independent and fee-only ensures that our firm acts as a fiduciary for our clients - always putting client interests ahead of our own. With Patina Wealth, you can always count on objective and transparent investment advice.
OUR PROMISE TO YOU
100% fiduciary responsibility
No commissions
No hidden or excessive fees
No ulterior motives
No conflicting loyalties