Richmond Wealth Management

ACG Is Now Part of NFP and Wealthspire Advisors

Our name might be changing, but we’re more dedicated than ever to bringing you the personal service you know and trust from the same team you’ve worked with for over 40 years. We’ll continue to deliver the excellent, specialized service you’ve come to expect — only now with the breadth of resources, reach, and capabilities of a national organization.

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1640 Huguenot Road
Midlothian, VA 23113

(804) 323-1886

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Financial Guidance to Help You Make Sound Decisions

Whether you’re managing the financials for your business or your family, streamlining your wealth management and proactively planning is essential. Wealthspire’s advisors provide you with a single point of consultation for defining, refining and pursuing the financial strategies you need in every stage of growth.

Our Services Include:

Integrated Financial Planning : We identify where you are today and what strategies will help you arrive at your unique financial vision tomorrow
Tax-Efficient Strategies : Make the most out of your wealth by limiting tax liabilities whenever possible
Succession Planning : Ensure that you effectively manage your business assets without requiring your direct involvement
Estate and Legacy Planning : Create legal structure around your assets so they may transfer to your beneficiaries in the most tax-efficient manner
Philanthropic Giving : Develop meaningful strategies to support the organizations that are important to you and your family
TPA and retirement services offered through NFP. Learn more about NFP here.

Richmond Wealthspire Team

Julie Grove

Assistant Vice President, Client Service

Denise Lavoie

Client Service Associate

Dylan Mills

Marketing & Growth Manager - Atlantic

Bobby Moyer, CFA®, CFP®, CAIA®

Senior Vice President

Jake Scott, CFP®

Assistant Vice President

Sandy Wiggins, CFP®, AIF®

Managing Director

Richmond NFP Team

Learn more about the NFP Richmond team.

Bradley Beausoleil, QKA

Vice President

Kimberly-Eve D’Amico

Assistant Vice President, Field Controller

Melba Getty

Specialist

Jordan Koenig

Plan Administrator

David Kupstas, FSA, EA, MSPA

Actuary

Leslie Latham

Senior Plan Administrator

Denise Lavoie

Office Manager

Amie Leonard

Specialist (Investments)

John McKenna

Specialist (Investments)

Faron Miller, CFP®, AIF®

Advisor

Susan Reeves

Senior Plan Administrator

In the Community

Our community roots run deep. We are committed to giving back and making a difference in our communities as volunteers, sponsors, patrons, and board members. Here are some of the organizations we proudly support in alignment with our core values.

Our Latest News & Resources

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Too Much of a Good Thing: What to Do When You're Overweight in Company Stock

Equity compensation can quietly transform your balance sheet, especially if you’ve been at a successful company for a long time. Over the years, RSUs vest, stock options accumulate, ESPPs build, and suddenly, a single company represents a huge percentage of your net worth. For many professionals who are nearing retirement or major life transitions, this raises an uncomfortable question: “Am I too concentrated in company stock and what do I do about it?” Let’s talk through how to assess concentr

A Guide to Preparing For & Navigating the Next Steps After a Serious Diagnosis

Part of aging is accepting that any one of us may face mental or physical health challenges along the way. When a serious diagnosis like Alzheimer’s or Parkinson’s occurs, it can feel overwhelming. For the family, too, this moment is significant. It doesn’t just involve planning for the individual with the diagnosis; it also means needing to protect and inform the entire care system. A well-organized incapacity plan can offer legal protection, clarity, control and emotional steadiness during un

Budgeting Essentials: Building a Plan That Works for You

Whether you’re early in your career, raising a family, or preparing for retirement, building a thoughtful budget is one of the most effective ways to gain control over your financial life.

Investing 101 Recap: Your Money, Your Move

Investing can feel intimidating at first, but it’s one of the most powerful tools for building long-term financial freedom. Whether you’re new to investing or have years of experience, revisiting the fundamentals is always a smart move.

Charitable Gifting and the One Big Beautiful Bill

On July 4th, the One Big Beautiful Bill (OBBB) was signed into law. The effects on taxes are wide-ranging, and there has been much commentary on tax brackets, changes to the state and local tax (SALT) deduction, and other aspects of individual taxes. What has been less discussed prior to passage and signing are changes to the deductibility of charitable gifts. Here are the highlights. Charitable gifts can be deductible even if you don’t itemize… to a point Taxpayers who choose not to itemize th