YOUR STORY

INSPIRES US.

We welcome you to share it with us.

What's YOUR story?

Michael and Laura

As Michael and Laura approached their mid-fifties and saw their three children all graduate from college, conversations about "what's next" came up more frequently. Over the span of their careers, years of hard work and dedication accumulated into a healthy nest egg...

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Danielle

Following the passing of her Aunt, Danielle learned she was the sole beneficiary of her estate. Unsure of how to manage this new wealth, Danielle wanted to talk with a professional...

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James and Debbie

Five years ago, James and Debbie celebrated their retirement by trading the busy city life for the small, peaceful town of Charlottesville. Living off of their accumulated assets, they spend most of their time volunteering, travelling, and spending time with their children and grandchildren...

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Tim

As a father of two, a husband, and a small business owner, Tim hasn’t had much time to plan out his long-term financial goals. Although he is in the earlier stages of his career, he has already recognized the importance of capitalizing on his strong earning power...

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The Sturman Approach

Sturman Wealth Advisors provides financial planning.

We start by sitting with you, armed only with pen and paper, and asking important questions and absorbing your responses... >

Once we have a clear understanding of your financial life, we help identify the trade-offs you are willing to make... >

This phase is where we turn the corner from planning to doing. Whether your wealth plan calls for significant changes or... >

We monitor and assess your progress. As life happens we meet with you regularly for progress meetings to continue our collaboration... >

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Contact Us

Contact Us

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404 People Place, Suite 404
Charlottesville, VA 22911

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