Crozet/Charlottesville
Sam@PatinaWealth.com
(434) 282-4284
I founded Patina Wealth for one reason; to provide objective and transparent investment advice to my clients. Having worked in the investment industry for 24 years, I have gained a diverse experience working at a large brokerage firm and at a regional Registered Investment Advisor before founding Patina Wealth.
I focus my practice on working with clients who seek assistance investing their assets, helping to build their nest egg to enable them to live a secure retirement lifestyle. I also help small business owners determine which type of retirement plan best suits them and their employees. The fiduciary responsibility I have is what drives me to provide honest and transparent investment solutions for my clients.
Originally from Richmond, I graduated with a degree in Finance from Virginia Tech. After graduating I worked in Richmond until my family and I moved to Crozet in 2012. I strongly believe in giving back to our Crozet community and am the co-founder of the Crozet Car Show which raises money for local charities each year.